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 $294,061. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,411
Previous 11,374 0.33%
Holding current value
$294,061
Previous $266,000 8.27%
% of portfolio
0.25%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,263
Shares Held
257M
Call Options Held
58.5K
Put Options Held
4.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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