William Howard & CO Financial Advisors Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, William Howard & CO Financial Advisors Inc holds 8,274 shares of SCHV stock, worth $224,142. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,274
Previous 2,743
201.64%
Holding current value
$224,142
Previous $220,000
1.82%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio