Heritage Wealth Management, Inc. /Ca/ Schwab Intermediate Term Us Tr Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 97,243 shares of SCHR stock, worth $2.35 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
97,243
Previous 97,480 0.24%
Holding current value
$2.35 Million
Previous $4.75 Billion 3.5%
% of portfolio
3.49%
Previous 3.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$48.4 - $50.91 $11,470 - $12,065
-237 Reduced 0.24%
97,243 $4.92 Billion
Q2 2024

Jul 25, 2024
BUY
$47.85 - $49.0 $413,806 - $423,752
8,648 Added 9.74%
97,480 $4.75 Billion
Q1 2024

May 06, 2024
BUY
$48.64 - $49.88 $311,782 - $319,730
6,410 Added 7.78%
88,832 $4.36 Billion
Q4 2023

Feb 14, 2024
BUY
$47.09 - $49.87 $3.88 Million - $4.11 Million
82,422 New
82,422 $4.1 Billion

Others Institutions Holding SCHR

# of Institutions
399
Shares Held
181M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email