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

Heritage Wealth Management (Ohio)’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$676K Hold
7,414
– – 0.22% 110
2025
Q1 		$580K Buy
7,414
+597
+9% +$46.7K 0.2% 122
2024
Q4 		$505K Hold
6,817
– – 0.17% 132
2024
Q3 		$442K Hold
6,817
– – 0.14% 148
2024
Q2 		$499K Buy
+6,817
New +$499K 0.17% 131