SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q3 2023
Shares 4,585 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 4,585 Value ($000) $237 Avg Close — Range —
Q1 2023
Shares 4,585 Value ($000) $219 Avg Close — Range —
Q4 2022
Shares 5,183 Value ($000) $232 Avg Close — Range —
Q3 2022
Shares 5,183 Value ($000) $218 Avg Close — Range —
Q2 2022
Shares 5,183 Value ($000) $229 Avg Close — Range —
Q1 2022
Shares 5,183 Value ($000) $277 Avg Close — Range —
Q4 2021
Shares 2,592 Value ($000) $293 Avg Close — Range —
Q3 2021
Shares 2,592 Value ($000) $269,232 Avg Close — Range —
Q2 2021
Shares 2,592 Value ($000) $270,295 Avg Close — Range —
Q1 2021
Shares 2,592 Value ($000) $250,698 Avg Close — Range —
Q4 2020
Shares 2,592 Value ($000) $236 Avg Close — Range —
Q3 2020
Shares 2,592 Value ($000) $206,448 Avg Close — Range —
Q2 2020
Shares 2,592 Value ($000) $190,454 Avg Close — Range —
Q1 2020
Shares 2,592 Value ($000) $156,650 Avg Close — Range —
Q4 2019
Shares 2,592 Value ($000) $199,293 Avg Close — Range —
Q3 2019
Shares 2,592 Value ($000) $184 Avg Close — Range —
Q2 2019
Shares 7,181 Value ($000) $506,464 Avg Close — Range —