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Schwab Strategic Tr shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $403k 18k 22.70

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View all positions for Heritage Wealth Partners