White & CO Financial Planning Inc Schwab Strategic Tr 1 5 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 1 5 Yr C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 103,965 shares of SCHJ stock, worth $2.57 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
103,965
Previous 101,742
2.18%
Holding current value
$2.57 Million
Previous $2.48 Billion
3.32%
% of portfolio
2.21%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
129Shares Held
7.67MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC435KShares$10.7 Million1.48% of portfolio
-
Envestnet Asset Management Inc394KShares$9.72 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$8.96 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.25 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.16 Million0.02% of portfolio