Heritage Wealth Advisors Schwab Strategic Tr Us Dividen Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Wealth Advisors holds 630 shares of SCHD stock, worth $17,375. This represents 0.0% of its overall portfolio holdings.
Number of Shares
630
Previous 210
200.0%
Holding current value
$17,375
Previous $17,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio