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 10,628 shares of SCHX stock, worth $232,859. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,628
Previous 10,595 0.31%
Holding current value
$232,859
Previous $246,000 4.88%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Apr 25, 2025
BUY
$21.75 - $24.28 $717 - $801
33 Added 0.31%
10,628 $234,000
Q4 2024

Jan 28, 2025
BUY
$22.4 - $68.28 $156,867 - $478,164
7,003 Added 194.96%
10,595 $246,000
Q3 2024

Oct 28, 2024
BUY
$61.11 - $67.85 $1,405 - $1,560
23 Added 0.64%
3,592 $244,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $197,758 - $221,563
3,569 New
3,569 $222,000

Others Institutions Holding SCHX

# of Institutions
1,480
Shares Held
1.1B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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