White & CO Financial Planning Inc Schwab Strategic U.S. Mid Cap Transaction History
White & CO Financial Planning Inc
- $118 Billion
- Q4 2024
A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, White & CO Financial Planning Inc holds 427,943 shares of SCHM stock, worth $12.4 Million. This represents 10.06% of its overall portfolio holdings.
Number of Shares
427,943Holding current value
$12.4 Million% of portfolio
10.06%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
964Shares Held
156MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
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Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
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Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio