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 3,592 shares of SCHX stock, worth $84,555. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,592
Previous 3,569 0.64%
Holding current value
$84,555
Previous $229,000 6.55%
% of portfolio
0.21%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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