Heritage Wealth Management, Inc. /Ca/ Schwab Intermediate Term Us Tr Transaction History
Heritage Wealth Management, Inc. /Ca/
- $141 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 97,243 shares of SCHR stock, worth $2.37 Million. This represents 3.49% of its overall portfolio holdings.
Number of Shares
97,243
Previous 97,480
0.24%
Holding current value
$2.37 Million
Previous $4.75 Billion
3.5%
% of portfolio
3.49%
Previous 3.49%
Shares
4 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
181MCall Options Held
1.2KPut Options Held
16.7K-
Charles Schwab Investment Management Inc San Francisco, CA108MShares$2.62 Billion1.06% of portfolio
-
Royal Bank Of Canada Toronto, A610.7MShares$260 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.19MShares$126 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$99.4 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO3.9MShares$94.9 Million0.21% of portfolio