Heritage Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Financial Services, LLC holds 9,507 shares of SCHD stock, worth $258,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,507
Previous 8,038 18.28%
Holding current value
$258,970
Previous $213,000 21.6%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$26.38 - $27.95 $38,752 - $41,058
1,469 Added 18.28%
9,507 $259,000
Q2 2025

Jul 18, 2025
BUY
$24.32 - $27.87 $2,432 - $2,787
100 Added 1.26%
8,038 $213,000
Q4 2024

Jan 23, 2025
BUY
$26.93 - $84.95 $213,770 - $674,333
7,938 New
7,938 $216,000
Q2 2022

Jul 19, 2022
BUY
$70.31 - $80.24 $2,531 - $2,888
36 New
36 $2,000

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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