Schwab Strategic Tr us dividend eq shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23k | 830 | 27.30 |
| 2025-06-30 | $22k | 830 | 26.50 |
| 2025-03-31 | $18k | 630 | 27.96 |
| 2024-12-31 | $17k | 630 | 27.32 |
| 2024-09-30 | $18k | 210 | 84.53 |
| 2024-06-30 | $16k | 210 | 77.76 |
| 2024-03-31 | $112k | 1.8k | 62.06 |
| 2023-12-31 | $11k | 150 | 76.13 |
| 2023-09-30 | $311k | 4.4k | 70.76 |
| 2023-06-30 | $319k | 4.4k | 72.62 |
| 2023-03-31 | $311k | 4.2k | 73.16 |
| 2022-12-31 | $321k | 4.2k | 75.54 |
| 2022-09-30 | $282k | 4.2k | 66.43 |
| 2022-06-30 | $304k | 4.2k | 71.63 |
| 2022-03-31 | $335k | 4.2k | 78.94 |
| 2021-12-31 | $343k | 4.2k | 80.83 |
| 2021-09-30 | $315k | 4.2k | 74.24 |
| 2021-06-30 | $272k | 4.2k | 64.09 |
| 2021-03-31 | $310k | 4.2k | 72.92 |
| 2020-12-31 | $272k | 4.2k | 64.09 |
| 2020-09-30 | $235k | 4.2k | 55.30 |
| 2020-06-30 | $219k | 2.1k | 106.47 |
| 2020-03-31 | $191k | 4.2k | 44.98 |
| 2019-12-31 | $246k | 4.2k | 57.92 |
| 2019-09-30 | $232k | 4.2k | 54.67 |
| 2019-06-30 | $270k | 5.1k | 53.07 |
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