Howard Financial Services, Ltd. Schwab Strategic Tr Us Large C Transaction History
Howard Financial Services, Ltd.
- $830 Million
- Q4 2025
A detailed history of Howard Financial Services, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 648,561 shares of SCHG stock, worth $20.9 Million. This represents 2.52% of its overall portfolio holdings.
Number of Shares
648,561
Previous 524,856
23.57%
Holding current value
$20.9 Million
Previous $16.7 Million
24.92%
% of portfolio
2.52%
Previous 2.09%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,686Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio