White & CO Financial Planning Inc Schwab Strategic Tr 1 5 Yr C Transaction History
White & CO Financial Planning Inc
- $125 Billion
- Q2 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 104,319 shares of SCHJ stock, worth $2.59 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
104,319
Previous 103,965
0.34%
Holding current value
$2.59 Million
Previous $2.56 Billion
0.89%
% of portfolio
2.07%
Previous 2.21%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
133Shares Held
7.86MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.29 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.23 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.03 Million5.51% of portfolio