SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 53 Value ($000) $2 Avg Close — Range —
Q3 2025
Shares 53 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 103 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 103 Value ($000) $5 Avg Close — Range —
Q4 2023
Shares 103 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 27 Value ($000) $1 Avg Close — Range —
Q4 2019
Shares 1,154 Value ($000) $87,274 Avg Close — Range —
Q3 2019
Shares 1,319 Value ($000) $92 Avg Close — Range —
Q2 2019
Shares 4,111 Value ($000) $293,836 Avg Close — Range —
Q1 2019
Shares 996 Value ($000) $69,632 Avg Close — Range —
Q4 2018
Shares 67 Value ($000) $4 Avg Close — Range —
Q3 2018
Shares 67 Value ($000) $5 Avg Close — Range —