White & CO Financial Planning Inc Schwab Strategic U.S. Mid Cap Transaction History

White & CO Financial Planning Inc

$116 Billion
Q1 2025

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 422,899 shares of SCHM stock, worth $11.5 Million. This represents 9.54% of its overall portfolio holdings.

Number of Shares

422,899

Previous 427,943 1.18%

Holding current value

$11.5 Million

Previous $11.9 Billion 6.67%

% of portfolio

9.54%

Previous 10.06%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	SELL	$25.58 - $29.24 $129,025 - $147,486	-5,044 Reduced 1.18%	422,899 $11.1 Billion
Q4 2024 Jan 23, 2025	BUY	$27.54 - $83.04 $11.8 Million - $35.5 Million	427,943 New	427,943 $11.9 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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White & CO Financial Planning Inc Schwab Strategic U.S. Mid Cap Transaction History