Heritage Wealth Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 5,895 shares of SCHB stock, worth $131,753. This represents 0.46% of its overall portfolio holdings.

Number of Shares
5,895
Previous 5,909 0.24%
Holding current value
$131,753
Previous $371 Million 5.56%
% of portfolio
0.46%
Previous 0.54%

Shares

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

Oct 08, 2024
SELL
$59.93 - $66.52 $839 - $931
-14 Reduced 0.24%
5,895 $392 Million
Q2 2024

Jul 05, 2024
BUY
$57.57 - $63.3 $340,181 - $374,039
5,909 New
5,909 $371 Million

Others Institutions Holding SCHB

# of Institutions
1,161
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Heritage Wealth Partners, LLC Portfolio

Follow Heritage Wealth Partners, LLC 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email