Schwab U S Broad Market ETF shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $482k | 21k | 22.70 |
| 2024-09-30 | $470k | 7.1k | 66.52 |
| 2024-06-30 | $472k | 7.5k | 62.87 |
| 2024-03-31 | $432k | 7.1k | 61.05 |
| 2023-12-31 | $438k | 7.9k | 55.67 |
More positions owned by Heritage Financial Services
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