Heritage Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 3,726 shares of SCHG stock, worth $98,515. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,726
Previous 3,718 0.22%
Holding current value
$98,515
Previous $375 Million 3.53%
% 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
BUY
$92.63 - $105.69 $741 - $845
8 Added 0.22%
3,726 $388 Million
Q2 2024

Jul 05, 2024
BUY
$87.04 - $101.61 $323,614 - $377,785
3,718 New
3,718 $375 Million

Others Institutions Holding SCHG

# of Institutions
1,277
Shares Held
173M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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