Heritage Investment Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Heritage Investment Group, Inc.

  • $531 Million
  • Q4 2024

A detailed history of Heritage Investment Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 35,289 shares of SCHX stock, worth $733,658. This represents 0.15% of its overall portfolio holdings.

Number of Shares
35,289
Previous 12,113 191.33%
Holding current value
$733,658
Previous $821,000 0.49%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $519,142 - $1.58 Million
23,176 Added 191.33%
35,289 $817,000
Q3 2024

Nov 06, 2024
SELL
$61.11 - $67.85 $9,472 - $10,516
-155 Reduced 1.26%
12,113 $821,000
Q4 2023

Feb 01, 2024
SELL
$48.47 - $56.6 $22,441 - $26,205
-463 Reduced 3.64%
12,268 $691,000
Q4 2022

Feb 06, 2023
SELL
$42.25 - $48.16 $17,956 - $20,468
-425 Reduced 3.23%
12,731 $574,000
Q1 2022

May 03, 2022
BUY
$49.51 - $57.27 $335,331 - $387,889
6,773 Added 106.11%
13,156 $708,000
Q4 2021

Feb 09, 2022
BUY
$51.9 - $57.29 $331,277 - $365,682
6,383 New
6,383 $727,000

Others Institutions Holding SCHX

# of Institutions
1,476
Shares Held
1.09B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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