SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 5,139 Value ($000) $138 Avg Close — Range —
Q3 2025
Shares 4,976 Value ($000) $131 Avg Close — Range —
Q2 2025
Shares 4,976 Value ($000) $122 Avg Close — Range —
Q1 2025
Shares 4,976 Value ($000) $110 Avg Close — Range —
Q4 2024
Shares 5,126 Value ($000) $119 Avg Close — Range —
Q3 2024
Shares 1,802 Value ($000) $122 Avg Close — Range —
Q2 2024
Shares 1,802 Value ($000) $116 Avg Close — Range —
Q1 2024
Shares 1,802 Value ($000) $112 Avg Close — Range —
Q4 2023
Shares 1,802 Value ($000) $102 Avg Close — Range —
Q3 2023
Shares 13,151 Value ($000) $665 Avg Close — Range —
Q2 2023
Shares 13,151 Value ($000) $689 Avg Close — Range —
Q1 2023
Shares 13,151 Value ($000) $636 Avg Close — Range —
Q4 2022
Shares 13,151 Value ($000) $594 Avg Close — Range —
Q3 2022
Shares 13,328 Value ($000) $564 Avg Close — Range —
Q2 2022
Shares 13,984 Value ($000) $625 Avg Close — Range —
Q1 2022
Shares 14,241 Value ($000) $767 Avg Close — Range —
Q4 2021
Shares 7,121 Value ($000) $811 Avg Close — Range —
Q3 2021
Shares 7,121 Value ($000) $740,795 Avg Close — Range —
Q2 2021
Shares 7,121 Value ($000) $740,368 Avg Close — Range —
Q1 2021
Shares 7,121 Value ($000) $683,828 Avg Close — Range —
Q4 2020
Shares 8,773 Value ($000) $798 Avg Close — Range —
Q3 2020
Shares 8,773 Value ($000) $707,359 Avg Close — Range —
Q2 2020
Shares 9,052 Value ($000) $670,741 Avg Close — Range —
Q1 2020
Shares 9,137 Value ($000) $559,615 Avg Close — Range —
Q4 2019
Shares 9,016 Value ($000) $692,512 Avg Close — Range —
Q3 2019
Shares 10,710 Value ($000) $759 Avg Close — Range —
Q2 2019
Shares 16,965 Value ($000) $1,190,792 Avg Close — Range —
Q1 2019
Shares 1,661 Value ($000) $112,273 Avg Close — Range —
Q4 2018
Shares 1,669 Value ($000) $99 Avg Close — Range —
Q3 2018
Shares 2,943 Value ($000) $204 Avg Close — Range —
Q2 2018
Shares 4,587 Value ($000) $298 Avg Close — Range —
Q1 2018
Shares 3,650 Value ($000) $229 Avg Close — Range —
Q4 2017
Shares 3,408 Value ($000) $215 Avg Close — Range —
Q3 2017
Shares 3,401 Value ($000) $202 Avg Close — Range —
Q2 2017
Shares 3,512 Value ($000) $205 Avg Close — Range —