SCHWAB STRATEGIC TR

Ticker: SCHE CUSIP: 808524706 Class: EMRG MKTEQ ETF

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

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

Q1 2025
Shares 129 Value ($000) $4 Avg Close — Range —
Q1 2022
Shares 271 Value ($000) $8 Avg Close — Range —
Q4 2021
Shares 271 Value ($000) $8 Avg Close — Range —
Q3 2021
Shares 271 Value ($000) $8,260 Avg Close — Range —
Q2 2021
Shares 271 Value ($000) $8,910 Avg Close — Range —
Q1 2021
Shares 271 Value ($000) $8,612 Avg Close — Range —
Q4 2020
Shares 585 Value ($000) $18 Avg Close — Range —
Q3 2020
Shares 583 Value ($000) $15,603 Avg Close — Range —
Q2 2020
Shares 583 Value ($000) $14,198 Avg Close — Range —
Q1 2020
Shares 636 Value ($000) $13,159 Avg Close — Range —
Q4 2019
Shares 1,239 Value ($000) $33,912 Avg Close — Range —
Q3 2019
Shares 825 Value ($000) $20 Avg Close — Range —
Q2 2019
Shares 2,185 Value ($000) $57,334 Avg Close — Range —