Heritage Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Heritage Wealth Management, Inc.
- $305 Billion
- Q3 2024
A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 2,507 shares of SCHD stock, worth $71,975. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,507
Previous 3,047
17.72%
Holding current value
$71,975
Previous $235 Million
9.7%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio