Heritage Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

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 14,937 shares of SCHG stock, worth $453,935. This represents 0.57% of its overall portfolio holdings.

Number of Shares
14,937
Previous 14,920 0.11%
Holding current value
$453,935
Previous $416 Million 10.05%
% of portfolio
0.57%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$24.91 - $29.02 $423 - $493
17 Added 0.11%
14,937 $374 Million
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
1,577
Shares Held
766M
Call Options Held
298K
Put Options Held
193K
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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