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

William Howard & CO Financial Advisors Inc

$114 Million
Q2 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 11,411 shares of SCHA stock, worth $310,036. This represents 0.25% of its overall portfolio holdings.

Number of Shares

11,411

Previous 11,374 0.33%

Holding current value

$310,036

Previous $266,000 8.27%

% of portfolio

0.25%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$20.42 - $25.3 $755 - $936	37 Added 0.33%	11,411 $288,000
Q1 2025 Apr 25, 2025	BUY	$23.16 - $27.04 $625 - $730	27 Added 0.24%	11,374 $266,000
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $142,278 - $287,365	5,617 Added 98.03%	11,347 $293,000
Q3 2024 Oct 28, 2024	BUY	$46.9 - $51.96 $1,782 - $1,974	38 Added 0.67%	5,730 $295,000
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $255,229 - $280,274	5,692 New	5,692 $280,000

Others Institutions Holding SCHA

# of Institutions

1,279

Shares Held

257M

Call Options Held

61.6K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of William Howard & CO Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on William Howard & CO Financial Advisors Inc with notifications on news.

Account

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