Heritage Oak Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 17,443 shares of SCHD stock, worth $475,147. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,443
Previous 17,157 1.67%
Holding current value
$475,147
Previous $455 Million 4.74%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Oct 20, 2025
BUY
$26.38 - $27.95 $7,544 - $7,993
286 Added 1.67%
17,443 $476 Million
Q2 2025

Jul 15, 2025
BUY
$24.32 - $27.87 $17,826 - $20,428
733 Added 4.46%
17,157 $455 Million
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $6,617 - $6,992
245 Added 1.51%
16,424 $459 Million
Q4 2024

Feb 05, 2025
BUY
$26.93 - $84.95 $435,700 - $1.37 Million
16,179 New
16,179 $442 Million
Q2 2024

Aug 28, 2024
BUY
$75.81 - $80.15 $547,424 - $578,763
7,221 New
7,221 $562 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
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
  • Industry ETFs
More about SCHD
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