Heritage Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 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 5,895 shares of SCHB stock, worth $134,995. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,895
Previous 5,909 0.24%
Holding current value
$134,995
Previous $371 Million 5.56%
% of portfolio
0.46%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$59.93 - $66.52 $839 - $931
-14 Reduced 0.24%
5,895 $392 Million
Q2 2024

Jul 05, 2024
BUY
$57.57 - $63.3 $340,181 - $374,039
5,909 New
5,909 $371 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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