SCHWAB STRATEGIC TR

Ticker: SCHP CUSIP: 808524870 Class: US TIPS ETF

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

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

Q2 2024
Shares 12,900 Value ($000) $671 Avg Close — Range —
Q1 2024
Shares 12,900 Value ($000) $673 Avg Close — Range —
Q4 2023
Shares 12,900 Value ($000) $673 Avg Close — Range —
Q3 2023
Shares 13,300 Value ($000) $672 Avg Close — Range —
Q2 2023
Shares 13,300 Value ($000) $697 Avg Close — Range —
Q1 2023
Shares 13,300 Value ($000) $713 Avg Close — Range —
Q4 2022
Shares 13,300 Value ($000) $689 Avg Close — Range —
Q3 2022
Shares 13,300 Value ($000) $689 Avg Close — Range —
Q2 2022
Shares 13,300 Value ($000) $742 Avg Close — Range —
Q1 2022
Shares 13,300 Value ($000) $807 Avg Close — Range —
Q4 2021
Shares 13,300 Value ($000) $836 Avg Close — Range —
Q3 2021
Shares 13,300 Value ($000) $832,314 Avg Close — Range —
Q2 2021
Shares 13,300 Value ($000) $831,383 Avg Close — Range —
Q1 2021
Shares 13,300 Value ($000) $813,428 Avg Close — Range —
Q4 2019
Shares 514,587 Value ($000) $29,141,051 Avg Close — Range —
Q3 2019
Shares 467,845 Value ($000) $26,554 Avg Close — Range —
Q2 2019
Shares 426,948 Value ($000) $24,041,439 Avg Close — Range —
Q1 2019
Shares 411,877 Value ($000) $22,653,243 Avg Close — Range —
Q4 2018
Shares 409,854 Value ($000) $21,824 Avg Close — Range —
Q1 2015
Shares 60,756 Value ($000) $3,334 Avg Close — Range —
Q4 2014
Shares 62,475 Value ($000) $3,387 Avg Close — Range —
Q3 2014
Shares 63,184 Value ($000) $3,424 Avg Close — Range —
Q2 2014
Shares 62,169 Value ($000) $3,459 Avg Close — Range —
Q1 2014
Shares 59,917 Value ($000) $3,230 Avg Close — Range —
Q4 2013
Shares 26,858 Value ($000) $1,416 Avg Close — Range —