Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 38,652 shares of SCHD stock, worth $1.03 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
38,652
Previous 37,520 3.02%
Holding current value
$1.03 Million
Previous $994 Million 6.13%
% of portfolio
0.65%
Previous 0.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 02, 2025
BUY
$26.38 - $27.95 $29,862 - $31,639
1,132 Added 3.02%
38,652 $1.06 Billion
Q2 2025

Jul 09, 2025
BUY
$24.32 - $27.87 $912,486 - $1.05 Million
37,520 New
37,520 $994 Million

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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