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Schwab Strategic TR
CUSIP: 008524102 | 1 institutional holders
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Q4 2024
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Institutional Holders — Q4 2024
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Heritage Wealth Partners, LLC
17,739
0.5% of portfolio
›
$402.7K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Heritage Wealth Partners, LLC
17,739
$402.7K
0.5%
Agg Growth
Medium
Dublin, OH
2025-01-13