Heritage Wealth Management, Inc. /Ca/ Schwab Intermediate Term Us Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $132 Billion
  • Q1 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 88,832 shares of SCHR stock, worth $4.31 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
88,832
Previous 82,422 7.78%
Holding current value
$4.31 Million
Previous $4.1 Billion 6.33%
% of portfolio
3.29%
Previous 3.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$48.64 - $49.88 $311,782 - $319,730
6,410 Added 7.78%
88,832 $4.36 Billion
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $3.88 Million - $4.11 Million
82,422 New
82,422 $4.1 Billion

Others Institutions Holding SCHR

# of Institutions
382
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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