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Schwab Strategic Tr us aggregate b shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $518k 11k 46.62
2022-12-31 $454k 9.9k 45.65
2022-09-30 $197k 4.3k 45.31
2022-06-30 $249k 5.2k 47.87
2022-03-31 $1.4M 27k 50.56
2021-09-30 $4.0M 73k 54.26
2021-06-30 $5.8M 106k 54.60