Heritage Financial Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Heritage Financial Services’s Portfolio SCHB Stock Details SCHB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$556K	Sell
2025 Q2	$519K	Buy
2025 Q1	$457K	Hold
2024 Q4	$482K	Hold
2024 Q3	$470K	Sell
2024 Q2	$472K	Buy
2024 Q1	$432K	Sell
2023 Q4	$438K	Buy