Heritage Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,909 shares of SCHB stock, worth $378,294. This represents 0.54% of its overall portfolio holdings.
Number of Shares
5,909Holding current value
$378,294% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,123Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.4 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$404 Million1.04% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$257 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.6MShares$231 Million18.06% of portfolio
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Evensky & Katz LLC3.4MShares$217 Million14.63% of portfolio