Heritage Wealth Advisors

Position in SCHW — Schwab Charles Corp

CIK 1591122 RICHMOND, VA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$398,790

-$31,638 QoQ

Shares Held

4,322

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,609

of 2,309 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Advisors holds $2,630,365 across 3 Capital Markets names. SCHW ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,484	$1,146,375
2	GS	Goldman Sachs Group Inc	1,073	$1,085,200
3	SCHW	Schwab Charles Corp This page	4,322	$398,790

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,790	4,322	-5.6%	Shares	Sole	2026-08-14
2026-03-31	$430,428	4,580	-87.9%	Shares	Sole	2026-05-14
2025-12-31	$3,789,286	37,927	+2788.6%	Shares	Sole	2026-02-13
2024-12-31	$97,175	1,313	+0.3%	Shares	Sole	2025-02-12
2024-09-30	$84,836	1,309	-17.9%	Shares	Sole	2024-11-12
2024-06-30	$117,535	1,595	-17.1%	Shares	Sole	2024-12-12
2024-03-31	$139,182	1,924	-5.9%	Shares	Sole	2024-12-12
2023-12-31	$140,627	2,044	+250.0%	Shares	Sole	2024-12-12
2023-09-30	$32,061	584	-41.6%	Shares	Sole	2024-12-12
2023-06-30	$56,680	1,000	-33.1%	Shares	Sole	2024-12-12
2023-03-31	$78,308	1,495	+12.5%	Shares	Sole	2023-05-04
2022-12-31	$110,652	1,329	+1190.3%	Shares	Sole	2024-12-12
2021-09-30	$7,502	103	0.0%	Shares	Sole	2021-11-02
2021-06-30	$7,499	103	-96.3%	Shares	Sole	2021-08-09
2021-03-31	$181,395	2,783	0.0%	Shares	Sole	2021-04-27
2020-12-31	$147,610	2,783	+2601.9%	Shares	Sole	2021-02-01
2020-09-30	$3,731	103	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.