Heritage Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 4,318 shares of SCHD stock, worth $125,653. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,318
Previous 4,234 1.98%
Holding current value
$125,653
Previous $329 Million 10.84%
% of portfolio
0.43%
Previous 0.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $6,469 - $7,145
84 Added 1.98%
4,318 $365 Million
Q2 2024

Jul 05, 2024
BUY
$75.81 - $80.15 $320,979 - $339,355
4,234 New
4,234 $329 Million

Others Institutions Holding SCHD

# of Institutions
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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