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 $774,946. This represents 0.15% of its overall portfolio holdings.
Number of Shares
35,289
Previous 12,113
191.33%
Holding current value
$774,946
Previous $821,000
0.49%
% of portfolio
0.15%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,478Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.53 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.81 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$772 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$706 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$576 Million8.63% of portfolio