Schwab Strategic Tr us aggregate b shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $517k | 11k | 46.00 |
2023-12-31 | $518k | 11k | 46.62 |
2022-12-31 | $454k | 9.9k | 45.65 |
2022-09-30 | $197k | 4.3k | 45.31 |
2022-06-30 | $249k | 5.2k | 47.87 |
2022-03-31 | $1.4M | 27k | 50.56 |
2021-09-30 | $4.0M | 73k | 54.26 |
2021-06-30 | $5.8M | 106k | 54.60 |
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Top funds holding Schwab Strategic Tr us aggregate b
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