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

William Howard & CO Financial Advisors Inc

  • $114 Million
  • Q2 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 8,362 shares of SCHV stock, worth $237,982. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,362
Previous 8,319 0.52%
Holding current value
$237,982
Previous $221,000 4.52%
% of portfolio
0.2%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$23.55 - $27.67 $1,012 - $1,189
43 Added 0.52%
8,362 $231,000
Q1 2025

Apr 25, 2025
BUY
$25.77 - $27.6 $1,159 - $1,242
45 Added 0.54%
8,319 $221,000
Q4 2024

Jan 28, 2025
BUY
$25.79 - $80.4 $142,644 - $444,692
5,531 Added 201.64%
8,274 $216,000
Q3 2024

Oct 28, 2024
BUY
$73.43 - $80.37 $2,349 - $2,571
32 Added 1.18%
2,743 $220,000
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $186,571 - $205,981
2,711 New
2,711 $206,000

Others Institutions Holding SCHV

# of Institutions
963
Shares Held
341M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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