SCHWAB STRATEGIC TR

Ticker: FNDX CUSIP: 808524771 Class: FUNDAMENTAL US L

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

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

Q4 2024
Shares 375 Value ($000) $9 Avg Close — Range —
Q3 2024
Shares 125 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 125 Value ($000) $8 Avg Close — Range —
Q1 2024
Shares 125 Value ($000) $8 Avg Close — Range —
Q4 2023
Shares 125 Value ($000) $8 Avg Close — Range —