Heritage Wealth Advisors's ownership history for SCHW

Heritage Wealth Advisors currently holds 4.6K shares with a market value of $430.4K. It started holding SCHW on 2024-09-30. At its peak, it held 37.9K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 1.3K shares on 2024-09-30, with a value of $84.8K on 2024-09-30. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 3.3K.