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 $41,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,684

Holding current value

$41,712

% 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

7.71M

Call Options Held

Put Options Held

Columbus Macro, LLC

427K
Shares

$10.6 Million
1.36% of portfolio
Envestnet Asset Management Inc

394K
Shares

$9.76 Million
0.0% of portfolio
Meridian Wealth Management, LLC

363K
Shares

$9 Million
0.44% of portfolio
Tap Consulting, LLC

334K
Shares

$8.28 Million
1.74% of portfolio
Cetera Investment Advisers Schaumburg, IL

331K
Shares

$8.19 Million
0.02% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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