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

Heritage Wealth Architects, Inc.

  • $162 Billion
  • Q3 2025

A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 17,125 shares of SCHV stock, worth $498,508. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,125
Previous 17,038 0.51%
Holding current value
$498,508
Previous $471 Million 5.74%
% of portfolio
0.31%
Previous 0.35%

Shares

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

Oct 02, 2025
BUY
$27.61 - $29.15 $2,402 - $2,536
87 Added 0.51%
17,125 $499 Million
Q2 2025

Jul 09, 2025
BUY
$23.55 - $27.67 $401,244 - $471,441
17,038 New
17,038 $471 Million

Others Institutions Holding SCHV

# of Institutions
961
Shares Held
342M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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