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 $734,011. This represents 0.15% of its overall portfolio holdings.

Number of Shares

35,289

Previous 12,113 191.33%

Holding current value

$734,011

Previous $821,000 0.49%

% of portfolio

0.15%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,478

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