White & CO Financial Planning Inc Schwab Strategic Tr 1 5 Yr C Transaction History
White & CO Financial Planning Inc
- $118 Billion
- Q4 2024
A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 101,742 shares of SCHJ stock, worth $2.48 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
101,742Holding current value
$2.48 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
114Shares Held
5.27MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
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Meridian Wealth Management, LLC316KShares$7.72 Million0.37% of portfolio
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White Wing Wealth Management The Wodlands, TX304KShares$7.42 Million5.59% of portfolio
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Modera Wealth Management, LLC207KShares$5.04 Million0.06% of portfolio
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Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio