Heritage Wealth Advisors Schwab Strategic U.S. Mid Cap Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 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 65 shares of SCHM stock, worth $1,898. This represents 0.0% of its overall portfolio holdings.
Number of Shares
65Holding current value
$1,898% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
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Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio