Heritage Wealth Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 14,920 shares of SCHG stock, worth $390,456. This represents 0.52% of its overall portfolio holdings.

Number of Shares
14,920
Previous 3,726 300.43%
Holding current value
$390,456
Previous $388 Million 7.12%
% of portfolio
0.52%
Previous 0.46%

Shares

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

Jan 13, 2025
BUY
$25.93 - $105.3 $290,260 - $1.18 Million
11,194 Added 300.43%
14,920 $416 Million
Q3 2024

Oct 08, 2024
BUY
$92.63 - $105.69 $741 - $845
8 Added 0.22%
3,726 $388 Million
Q2 2024

Jul 05, 2024
BUY
$87.04 - $101.61 $323,614 - $377,785
3,718 New
3,718 $375 Million

Others Institutions Holding SCHG

# of Institutions
1,473
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email