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 $72,878. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,507
Previous 3,047 17.72%
Holding current value
$72,878
Previous $235 Million 9.7%
% of portfolio
0.07%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,719
Shares Held
280M
Call Options Held
1.52M
Put Options Held
741K
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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