Heritage Wealth Management, Inc. Schwab Strategic Tr Intl Divid Transaction History
Heritage Wealth Management, Inc.
- $360 Billion
- Q4 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 17,000 shares of SCHY stock, worth $494,530. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,000Holding current value
$494,530% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
159Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
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Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
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Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio