Heritage Wealth Management (Ohio)’s Charles Schwab SCHW Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$717K	Sell
2025 Q3	$707K	Sell
2025 Q2	$676K	Hold
2025 Q1	$580K	Buy
2024 Q4	$505K	Hold
2024 Q3	$442K	Hold
2024 Q2	$499K	Buy