Schwab U S Broad Market ETF shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $229k | 4.6k | 49.85 |
| 2023-06-30 | $237k | 4.6k | 51.70 |
| 2023-03-31 | $219k | 4.6k | 47.85 |
| 2022-12-31 | $232k | 5.2k | 44.81 |
| 2022-09-30 | $218k | 5.2k | 42.06 |
| 2022-06-30 | $229k | 5.2k | 44.18 |
| 2022-03-31 | $277k | 5.2k | 53.44 |
| 2021-12-31 | $293k | 2.6k | 113.04 |
| 2021-09-30 | $269k | 2.6k | 103.87 |
| 2021-06-30 | $270k | 2.6k | 104.28 |
| 2021-03-31 | $251k | 2.6k | 96.72 |
| 2020-12-31 | $236k | 2.6k | 91.05 |
| 2020-09-30 | $206k | 2.6k | 79.65 |
| 2020-06-30 | $190k | 350 | 542.86 |
| 2020-03-31 | $157k | 2.6k | 60.44 |
| 2019-12-31 | $199k | 2.6k | 76.89 |
| 2019-09-30 | $184k | 2.6k | 70.99 |
| 2019-06-30 | $507k | 7.2k | 70.53 |