Heritage Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 15,007 shares of SCHM stock, worth $425,448. This represents 0.6% of its overall portfolio holdings.

Number of Shares
15,007
Previous 14,962 0.3%
Holding current value
$425,448
Previous $415 Million 5.17%
% of portfolio
0.6%
Previous 0.52%

Shares

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

May 14, 2025
BUY
$25.58 - $29.24 $1,151 - $1,315
45 Added 0.3%
15,007 $393 Million
Q4 2024

Jan 13, 2025
BUY
$27.54 - $83.04 $275,262 - $829,984
9,995 Added 201.23%
14,962 $415 Million
Q3 2024

Oct 08, 2024
BUY
$75.47 - $83.18 $2,641 - $2,911
35 Added 0.71%
4,967 $413 Million
Q2 2024

Jul 05, 2024
BUY
$75.69 - $81.19 $373,303 - $400,429
4,932 New
4,932 $384 Million

Others Institutions Holding SCHM

# of Institutions
1,026
Shares Held
285M
Call Options Held
45.7K
Put Options Held
5.3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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