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

Heritage Wealth Management, Inc. /Ca/

$133 Billion
Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 342,994 shares of SCHG stock, worth $8.72 Million. This represents 6.46% of its overall portfolio holdings.

Number of Shares

342,994

Previous 340,188 0.82%

Holding current value

$8.72 Million

Previous $9.48 Billion 9.41%

% of portfolio

6.46%

Previous 6.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$24.91 - $29.02 $69,897 - $81,430	2,806 Added 0.82%	342,994 $8.59 Billion
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $6.52 Million - $26.5 Million	251,527 Added 283.7%	340,188 $9.48 Billion
Q3 2024 Oct 18, 2024	SELL	$92.63 - $105.69 $252,787 - $288,428	-2,729 Reduced 2.99%	88,661 $9.24 Billion
Q2 2024 Jul 25, 2024	BUY	$87.04 - $101.61 $215,511 - $251,586	2,476 Added 2.78%	91,390 $9.22 Billion
Q1 2024 May 06, 2024	SELL	$80.6 - $93.32 $353,189 - $408,928	-4,382 Reduced 4.7%	88,914 $8.24 Billion
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $6.54 Million - $7.78 Million	93,296 New	93,296 $7.74 Billion

Others Institutions Holding SCHG

# of Institutions

1,490

Shares Held

711M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Heritage Wealth Management, Inc. /Ca/ Schwab Strategic Tr Us Large C Transaction History