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 340,188 shares of SCHG stock, worth $9.28 Million. This represents 6.82% of its overall portfolio holdings.

Number of Shares
340,188
Previous 88,661 283.7%
Holding current value
$9.28 Million
Previous $9.24 Billion 2.65%
% of portfolio
6.82%
Previous 6.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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