Schwab Strategic Tr 0 shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $671k | 13k | 52.01 |
2024-03-31 | $98k | 1.1k | 93.05 |
2023-12-31 | $673k | 13k | 52.20 |
2023-09-30 | $672k | 13k | 50.49 |
2023-06-30 | $697k | 13k | 52.43 |
2023-03-31 | $713k | 13k | 53.61 |
2022-12-31 | $689k | 13k | 51.79 |
2022-09-30 | $689k | 13k | 51.80 |
2022-06-30 | $742k | 13k | 55.79 |
2022-03-31 | $807k | 13k | 60.68 |
2021-12-31 | $836k | 13k | 62.89 |
2021-09-30 | $832k | 13k | 62.58 |
2021-06-30 | $831k | 13k | 62.51 |
2021-03-31 | $813k | 13k | 61.16 |
2019-12-31 | $29M | 515k | 56.63 |
2019-09-30 | $27M | 468k | 56.76 |
2019-06-30 | $24M | 427k | 56.31 |
2019-03-31 | $23M | 412k | 55.00 |
2018-12-31 | $22M | 410k | 53.25 |
2015-03-31 | $3.3M | 61k | 54.88 |
2014-12-31 | $3.4M | 63k | 54.21 |
2014-09-30 | $3.4M | 63k | 54.19 |
2014-06-30 | $3.5M | 62k | 55.64 |
2014-03-31 | $3.2M | 60k | 53.91 |
2013-12-31 | $1.4M | 27k | 52.72 |