Heritage Wealth Architects, Inc. Schwab Strategic Tr Us Small C Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 15,612 shares of SCHA stock, worth $428,237. This represents 0.27% of its overall portfolio holdings.
Number of Shares
15,612
Previous 15,612
-0.0%
Holding current value
$428,237
Previous $395 Million
10.28%
% of portfolio
0.27%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio