SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 199 Value ($000) $6 Avg Close — Range —
Q3 2025
Shares 198 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 197 Value ($000) $6 Avg Close — Range —
Q1 2025
Shares 197 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 196 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 65 Value ($000) $5 Avg Close — Range —