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

William Howard & CO Financial Advisors Inc

  • $117 Million
  • Q3 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 5,730 shares of SCHA stock, worth $157,517. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,730
Previous 5,692 0.67%
Holding current value
$157,517
Previous $270,000 9.26%
% of portfolio
0.25%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,134
Shares Held
234M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track William Howard & CO Financial Advisors Inc Portfolio

Follow William Howard & CO Financial Advisors Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email