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 $424,474. This represents 0.52% of its overall portfolio holdings.

Number of Shares
14,920
Previous 3,726 300.43%
Holding current value
$424,474
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
1,366
Shares Held
1.89B
Call Options Held
167K
Put Options Held
96.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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