Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Advisors

$2.19 Billion
Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,976 shares of SCHX stock, worth $132,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,976

Previous 4,976 -0.0%

Holding current value

$132,063

Previous $121,000 8.26%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$21.75 - $24.28 $3,262 - $3,642	-150 Reduced 2.93%	4,976 $109,000
Q4 2024 Feb 11, 2025	BUY	$22.4 - $68.28 $74,457 - $226,962	3,324 Added 184.46%	5,126 $118,000
Q2 2024 Aug 05, 2024	BUY	$58.7 - $64.78 $98,146 - $108,312	1,672 Added 1286.15%	1,802 $115,000
Q1 2024 May 08, 2024	SELL	$55.41 - $62.08 $92,645 - $103,797	-1,672 Reduced 92.79%	130 $8,000
Q4 2023 Dec 12, 2024	SELL	$48.47 - $56.6 $550,086 - $642,353	-11,349 Reduced 86.3%	1,802 $101,000

Q4 2023 Feb 09, 2024	SELL	$48.47 - $56.6 $550,086 - $642,353	-11,349 Reduced 86.3%	1,802 $101,000
Q2 2023 Dec 12, 2024	BUY	$47.67 - $52.37 $541,006 - $594,347	11,349 Added 629.8%	13,151 $688,000
Q4 2022 Dec 12, 2024	SELL	$42.25 - $48.16 $7,478 - $8,524	-177 Reduced 1.33%	13,151 $593,000
Q4 2022 Feb 06, 2023	SELL	$42.25 - $48.16 $7,478 - $8,524	-177 Reduced 1.33%	13,151 $593,000
Q3 2022 Dec 12, 2024	BUY	$42.35 - $51.01 $488,126 - $587,941	11,526 Added 639.62%	13,328 $564,000
Q3 2022 Nov 10, 2022	SELL	$42.35 - $51.01 $27,781 - $33,462	-656 Reduced 4.69%	13,328 $564,000
Q2 2022 Aug 04, 2022	SELL	$43.35 - $54.51 $11,140 - $14,009	-257 Reduced 1.8%	13,984 $625,000
Q1 2022 May 11, 2022	BUY	$49.51 - $57.27 $352,511 - $407,762	7,120 Added 99.99%	14,241 $767,000
Q2 2021 Aug 09, 2021	SELL	$48.62 - $52.01 $80,320 - $85,920	-1,652 Reduced 18.83%	7,121 $0
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $80,320 - $85,920	1,652 Added 23.2%	8,773 $798,000
Q1 2021 Apr 27, 2021	SELL	$44.9 - $48.34 $74,174 - $79,857	-1,652 Reduced 18.83%	7,121 $0
Q3 2020 Nov 03, 2020	SELL	$37.26 - $43.03 $10,395 - $12,005	-279 Reduced 3.08%	8,773 $0
Q2 2020 Jul 17, 2020	BUY	$29.25 - $38.76 $140,634 - $186,358	4,808 Added 113.29%	9,052 $0
Q2 2020 Jul 17, 2020	SELL	$29.25 - $38.76 $143,120 - $189,652	-4,893 Reduced 53.55%	4,244 $670,000
Q1 2020 May 05, 2020	BUY	$26.61 - $40.52 $3,219 - $4,902	121 Added 1.34%	9,137 $0
Q4 2019 Feb 04, 2020	SELL	$34.42 - $38.54 $58,307 - $65,286	-1,694 Reduced 15.82%	9,016 $0
Q3 2019 Oct 30, 2019	SELL	$35.28 - $36.01 $220,676 - $225,242	-6,255 Reduced 36.87%	10,710 $759,000
Q2 2019 Aug 05, 2019	BUY	N/A	15,304 Added 921.37%	16,965 $0
Q1 2019 May 06, 2019	SELL	N/A	-8 Reduced 0.48%	1,661 $0
Q4 2018 Jan 28, 2019	SELL	N/A	-1,274 Reduced 43.29%	1,669 $99,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1,644 Reduced 35.84%	2,943 $204,000
Q2 2018 Jul 19, 2018	BUY	N/A	937 Added 25.67%	4,587 $298,000
Q1 2018 May 10, 2018	BUY	N/A	242 Added 7.1%	3,650 $229,000
Q4 2017 Feb 02, 2018	BUY	N/A	7 Added 0.21%	3,408 $215,000
Q3 2017 Nov 07, 2017	BUY	N/A	3,401	3,401 $202,000

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Account

Heritage Wealth Advisors Schwab Strategic Tr Us Large C Transaction History