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 $84,950. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,592
Previous 3,569
0.64%
Holding current value
$84,950
Previous $229,000
6.55%
% of portfolio
0.21%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$606 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$329 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$292 Million1.12% of portfolio