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Schwab U S Broad Market ETF shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Schwab U S Broad Market ETF

23:59:59.999Jun 29, 202423:59:59.999500:00:00Jun 30, 202400:00:00.000500:00:00.001512.452k512.4525k512.453k512.4535k512.454k81508,150.581518,151.58152
Value ($)Share countHistorical SCHB position of Heritage Oak Wealth … Source: stockzoa.comValue ($)Share count

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All positions including Schwab U S Broad Market ETF held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $513k 8.2k 62.87