Heritage Oak Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 22,720 shares of SCHB stock, worth $520,969. This represents 0.24% of its overall portfolio holdings.

Number of Shares
22,720
Holding current value
$520,969
% of portfolio
0.24%

Shares

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

Feb 05, 2025
BUY
$22.01 - $66.82 $500,067 - $1.52 Million
22,720 New
22,720 $516 Million
Q2 2024

Aug 28, 2024
BUY
$57.57 - $63.3 $469,253 - $515,958
8,151 New
8,151 $512 Million

Others Institutions Holding SCHB

# of Institutions
1,263
Shares Held
445M
Call Options Held
365K
Put Options Held
32.6K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email