Schwab Strategic Tr 0 shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $673k | 13k | 52.20 |
| 2023-09-30 | $672k | 13k | 50.49 |
| 2023-06-30 | $697k | 13k | 52.43 |
| 2023-03-31 | $713k | 13k | 53.61 |
| 2022-12-31 | $689k | 13k | 51.79 |
| 2022-09-30 | $689k | 13k | 51.80 |
| 2022-06-30 | $742k | 13k | 55.79 |
| 2022-03-31 | $807k | 13k | 60.68 |
| 2021-12-31 | $836k | 13k | 62.89 |
| 2021-09-30 | $832k | 13k | 62.58 |
| 2021-06-30 | $831k | 13k | 62.51 |
| 2021-03-31 | $813k | 13k | 61.16 |
| 2019-12-31 | $29M | 515k | 56.63 |
| 2019-09-30 | $27M | 468k | 56.76 |
| 2019-06-30 | $24M | 427k | 56.31 |
| 2019-03-31 | $23M | 412k | 55.00 |
| 2018-12-31 | $22M | 410k | 53.25 |
| 2015-03-31 | $3.3M | 61k | 54.88 |
| 2014-12-31 | $3.4M | 63k | 54.21 |
| 2014-09-30 | $3.4M | 63k | 54.19 |
| 2014-06-30 | $3.5M | 62k | 55.64 |
| 2014-03-31 | $3.2M | 60k | 53.91 |
| 2013-12-31 | $1.4M | 27k | 52.72 |