Heritage Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
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 4,967 shares of SCHM stock, worth $138,827. This represents 0.49% of its overall portfolio holdings.
Number of Shares
4,967
Previous 4,932
0.71%
Holding current value
$138,827
Previous $384 Million
7.52%
% of portfolio
0.49%
Previous 0.56%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
951Shares Held
109MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$725 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$275 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$201 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.1 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.3 Million0.18% of portfolio