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Heritage Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Heritage Wealth Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$383K Buy
+17,787
New +$405K 0.58% 35
2024
Q4 		– Sell
-17,685
Closed -$392K – 70
2024
Q3 		$392K Sell
17,685
-42
-0.2% -$897 0.46% 42
2024
Q2 		$371K Buy
+17,727
New +$359K 0.54% 39

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HWM
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Heritage Wealth Partners's SCHB Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2025: 17,787 shares worth $383K. The stake represents 0.58% of the portfolio and ranks #35 among its holdings. This is a return to the name: Heritage Wealth Partners previously reported a position in SCHB as recently as Q3 2024.

Heritage Wealth Partners first reported a position in SCHB in Q2 2024 and has held it in 3 quarters since. The position peaked at $392K in Q3 2024. 1,174 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Heritage Wealth Partners held 17,787 shares of Schwab US Broad Market ETF worth $383K as of Q1 2025.
  • Schwab US Broad Market ETF was a new Heritage Wealth Partners position in Q1 2025.
  • Schwab US Broad Market ETF made up 0.58% of Heritage Wealth Partners's portfolio in Q1 2025, its #35 holding.
  • Heritage Wealth Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 3 quarters since.
  • Heritage Wealth Partners's Schwab US Broad Market ETF position peaked at $392K in Q3 2024.
  • 1,174 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.