Heritage Trust CO Schwab Strategic U.S. Mid Cap Transaction History

Heritage Trust CO

  • $911 Million
  • Q3 2025

A detailed history of Heritage Trust CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Trust CO holds 17,100 shares of SCHM stock, worth $498,636. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,100
Previous 17,100 -0.0%
Holding current value
$498,636
Previous $479,000 5.64%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Feb 13, 2025
BUY
$27.54 - $83.04 $313,956 - $946,656
11,400 Added 200.0%
17,100 $473,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $372,153 - $404,871
5,700 New
5,700 $404,000

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO 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 Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email