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 10,595 shares of SCHX stock, worth $252,902. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,595
Previous 3,592 194.96%
Holding current value
$252,902
Previous $244,000 0.82%
% of portfolio
0.22%
Previous 0.21%

Shares

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

Jan 28, 2025
BUY
$22.4 - $68.28 $156,867 - $478,164
7,003 Added 194.96%
10,595 $246,000
Q3 2024

Oct 28, 2024
BUY
$61.11 - $67.85 $1,405 - $1,560
23 Added 0.64%
3,592 $244,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $197,758 - $221,563
3,569 New
3,569 $222,000

Others Institutions Holding SCHX

# of Institutions
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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