Heritage Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

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 15,274 shares of SCHD stock, worth $416,063. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,274
Previous 15,274 -0.0%
Holding current value
$416,063
Previous $405 Million 3.02%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $23,104 - $26,476
950 Added 6.63%
15,274 $405 Million
Q1 2025

Apr 29, 2025
BUY
$27.01 - $28.54 $8,859 - $9,361
328 Added 2.34%
14,324 $400 Million
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $309,398 - $975,990
11,489 Added 458.28%
13,996 $382 Million
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $41,590 - $45,932
-540 Reduced 17.72%
2,507 $212 Million
Q2 2024

Sep 09, 2024
BUY
$75.81 - $80.15 $230,993 - $244,217
3,047 New
3,047 $235 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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