Heritage Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 13,075 shares of SCHD stock, worth $365,054. This represents 0.45% of its overall portfolio holdings.

Number of Shares
13,075
Previous 4,318 202.8%
Holding current value
$365,054
Previous $365 Million 2.13%
% of portfolio
0.45%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $235,826 - $743,907
8,757 Added 202.8%
13,075 $357 Million
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $6,469 - $7,145
84 Added 1.98%
4,318 $365 Million
Q2 2024

Jul 05, 2024
BUY
$75.81 - $80.15 $320,979 - $339,355
4,234 New
4,234 $329 Million

Others Institutions Holding SCHD

# of Institutions
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
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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