Howe & Rusling Inc Schwab Strategic Tr 1 5 Yr C Transaction History

Howe & Rusling Inc

$1.18 Billion
Q1 2025

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Howe & Rusling Inc holds 1,684 shares of SCHJ stock, worth $42,015. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,684

Holding current value

$42,015

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 17, 2025	BUY	$24.29 - $24.65 $40,904 - $41,510	1,684 New	1,684 $41,000

Others Institutions Holding SCHJ

# of Institutions

131

Shares Held

7.36M

Call Options Held

Put Options Held

Columbus Macro, LLC

434K
Shares

$10.8 Million
1.3% of portfolio
Envestnet Asset Management Inc

375K
Shares

$9.36 Million
0.0% of portfolio
Meridian Wealth Management, LLC

373K
Shares

$9.3 Million
0.41% of portfolio
White Wing Wealth Management The Wodlands, TX

345K
Shares

$8.61 Million
5.44% of portfolio
Tap Consulting, LLC

334K
Shares

$8.34 Million
1.74% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

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