William Howard & CO Financial Advisors Inc Schwab Strategic Tr Us Small C Transaction History
William Howard & CO Financial Advisors Inc
- $117 Million
- Q3 2024
A detailed history of William Howard & CO Financial Advisors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 5,730 shares of SCHA stock, worth $148,177. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,730
Previous 5,692
0.67%
Holding current value
$148,177
Previous $270,000
9.26%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$572 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$318 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$272 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$189 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.4 Million0.34% of portfolio