Schwab Strategic Tr intrm trm shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr intrm trm by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 200k | 25.13 |
| 2025-06-30 | $5.2M | 207k | 25.03 |
| 2025-03-31 | $4.9M | 198k | 24.86 |
| 2024-12-31 | $5.0M | 204k | 24.29 |
| 2024-09-30 | $4.9M | 97k | 50.60 |
| 2024-06-30 | $4.8M | 98k | 48.77 |
| 2024-03-31 | $4.4M | 89k | 49.05 |
| 2023-12-31 | $4.1M | 82k | 49.72 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm