William Howard & CO Financial Advisors Inc Schwab Strategic Tr Us Small C Transaction History
William Howard & CO Financial Advisors Inc
- $111 Million
- Q4 2024
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 11,347 shares of SCHA stock, worth $301,830. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,347
Previous 5,730
98.03%
Holding current value
$301,830
Previous $295,000
0.68%
% of portfolio
0.27%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding SCHA
# of Institutions
1,235Shares Held
270MCall Options Held
64.2KPut Options Held
3K-
Bank Of America Corp Charlotte, NC46.3MShares$1.23 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$674 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$366 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$280 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$168 Million0.05% of portfolio