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
2024 Q4	–	Sell
2024 Q3	$392K	Sell
2024 Q2	$371K	Buy