White & CO Financial Planning Inc Schwab Strategic Tr 5 10 Yr C Transaction History
White & CO Financial Planning Inc
- $116 Billion
- Q1 2025
A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 326,399 shares of SCHI stock, worth $7.32 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
326,399
Previous 327,246
0.26%
Holding current value
$7.32 Million
Previous $7.22 Billion
1.32%
% of portfolio
6.31%
Previous 6.13%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
231Shares Held
48.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$190 Million4.35% of portfolio
-
Envestnet Asset Management Inc7.46MShares$167 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$142 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.6 Million0.02% of portfolio