William Howard & CO Financial Advisors Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 2,743 shares of SCHV stock, worth $71,948. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,743
Previous 2,711
1.18%
Holding current value
$71,948
Previous $201,000
9.45%
% of portfolio
0.19%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
836Shares Held
112MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$511 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$318 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$282 Million11.15% of portfolio
-
Envestnet Asset Management Inc4.85MShares$127 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$111 Million0.81% of portfolio