Schwab Strategic Tr shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $507k | 17k | 29.82 |
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