Heritage Wealth Management, Inc. /Ca/ Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 31,700 shares of SCHD stock, worth $845,122. This represents 0.58% of its overall portfolio holdings.

Number of Shares
31,700
Holding current value
$845,122
% of portfolio
0.58%

Shares

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

Nov 05, 2025
BUY
$26.38 - $27.95 $836,246 - $886,015
31,700 New
31,700 $865 Million

Others Institutions Holding SCHD

# of Institutions
2,042
Shares Held
837M
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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