William Howard & CO Financial Advisors Inc Schwab Strategic Tr Us Large C Transaction History

William Howard & CO Financial Advisors Inc

  • $111 Million
  • Q4 2024

A detailed history of William Howard & CO Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,274 shares of SCHV stock, worth $217,771. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,274
Previous 2,743 201.64%
Holding current value
$217,771
Previous $220,000 1.82%
% of portfolio
0.2%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $142,644 - $444,692
5,531 Added 201.64%
8,274 $216,000
Q3 2024

Oct 28, 2024
BUY
$73.43 - $80.37 $2,349 - $2,571
32 Added 1.18%
2,743 $220,000
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $186,571 - $205,981
2,711 New
2,711 $206,000

Others Institutions Holding SCHV

# of Institutions
886
Shares Held
327M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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