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

Heritage Wealth Management, Inc. /Ca/

$149 Billion
Q3 2025

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 200,229 shares of SCHR stock, worth $5.03 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

200,229

Previous 207,045 3.29%

Holding current value

$5.03 Million

Previous $5.18 Billion 2.91%

% of portfolio

3.37%

Previous 3.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.69 - $25.26 $168,287 - $172,172	-6,816 Reduced 3.29%	200,229 $5.03 Billion
Q2 2025 Jul 28, 2025	BUY	$24.54 - $25.07 $234,774 - $239,844	9,567 Added 4.84%	207,045 $5.18 Billion
Q1 2025 Apr 30, 2025	SELL	$24.05 - $24.86 $165,271 - $170,837	-6,872 Reduced 3.36%	197,478 $4.91 Billion
Q4 2024 Feb 11, 2025	BUY	$24.19 - $50.58 $2.59 Million - $5.42 Million	107,107 Added 110.14%	204,350 $4.96 Billion
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

517

Shares Held

385M

Call Options Held

Put Options Held

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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