Heritage Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History
Heritage Wealth Management, LLC
- $177 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
106Shares Held
14.6MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$86.8 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$75 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$58.2 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$31.4 Million0.15% of portfolio
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Sfmg, LLC635KShares$20.1 Million1.83% of portfolio