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

William Howard & CO Financial Advisors Inc

$117 Million
Q4 2025

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 10,721 shares of SCHX stock, worth $284,535. This represents 0.24% of its overall portfolio holdings.

Number of Shares

10,721

Previous 10,689 0.3%

Holding current value

$284,535

Previous $281,000 1.07%

% of portfolio

0.24%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$25.85 - $27.19 $827 - $870	32 Added 0.3%	10,721 $284,000
Q3 2025 Oct 21, 2025	BUY	$24.46 - $26.5 $709 - $768	29 Added 0.27%	10,689 $281,000
Q2 2025 Jul 11, 2025	BUY	$19.6 - $24.44 $627 - $782	32 Added 0.3%	10,660 $260,000
Q1 2025 Apr 25, 2025	BUY	$21.75 - $24.28 $717 - $801	33 Added 0.31%	10,628 $234,000
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

1,639

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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