Heritage Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Heritage Wealth Partners, LLC
- $69 Billion
- Q2 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 3,718 shares of SCHG stock, worth $388,493. This represents 0.54% of its overall portfolio holdings.
Number of Shares
3,718Holding current value
$388,493% of portfolio
0.54%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,188Shares Held
165MCall Options Held
148KPut Options Held
24.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA11.4MShares$1.19 Billion2.38% of portfolio
-
Sei Investments CO Oaks, PA9.09MShares$950 Million1.26% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$949 Million11.2% of portfolio
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Envestnet Asset Management Inc8.7MShares$909 Million0.31% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.93MShares$515 Million1.05% of portfolio