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

William Howard & CO Financial Advisors Inc

  • $106 Million
  • Q1 2025

A detailed history of William Howard & CO Financial Advisors Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,124 shares of SCHG stock, worth $206,430. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,124
Previous 8,329 2.46%
Holding current value
$206,430
Previous $232,000 12.5%
% of portfolio
0.19%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$24.91 - $29.02 $5,106 - $5,949
-205 Reduced 2.46%
8,124 $203,000
Q4 2024

Jan 28, 2025
BUY
$25.93 - $105.3 $162,010 - $657,914
6,248 Added 300.24%
8,329 $232,000
Q3 2024

Oct 28, 2024
BUY
$92.63 - $105.69 $463 - $528
5 Added 0.24%
2,081 $217,000
Q2 2024

Aug 07, 2024
BUY
$87.04 - $101.61 $180,695 - $210,942
2,076 New
2,076 $209,000

Others Institutions Holding SCHG

# of Institutions
1,486
Shares Held
711M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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