Heritage Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Heritage Wealth Advisors holds 196 shares of SCHM stock, worth $5,476. This represents 0.0% of its overall portfolio holdings.

Number of Shares
196
Previous 65 201.54%
Holding current value
$5,476
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
BUY
$27.54 - $83.04 $3,607 - $10,878
131 Added 201.54%
196 $5,000
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $4,905 - $5,406
65 New
65 $5,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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