Heritage Wealth Advisors's ownership history for SCHD

Heritage Wealth Advisors currently holds 830 shares with a market value of $22.7K. It started holding SCHD on 2024-09-30. At its peak, it held 830 shares on 2025-06-30. Its highest holding value was $22.7K on 2025-09-30. At its lowest, it held 210 shares on 2024-09-30, with a value of $17.2K on 2024-12-31. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 200. In the recent year, Heritage Wealth Advisors has increased its shares by 620.