A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, White & CO Financial Planning Inc holds 130,301 shares of SCHE stock, worth $4.41 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
130,301
Previous 132,764 1.86%
Holding current value
$4.41 Million
Previous $4 Billion 8.77%
% of portfolio
3.27%
Previous 3.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$30.13 - $33.37 $74,210 - $82,190
-2,463 Reduced 1.86%
130,301 $4.35 Billion
Q2 2025

Jul 21, 2025

BUY
$24.38 - $30.18 $28,963 - $35,853
1,188 Added 0.9%
132,764 $4 Billion
Q1 2025

May 06, 2025

SELL
$25.81 - $28.52 $53,142 - $58,722
-2,059 Reduced 1.54%
131,576 $3.63 Billion
Q4 2024

Jan 23, 2025

BUY
$26.63 - $30.23 $3.56 Million - $4.04 Million
133,635 New
133,635 $3.56 Billion

Others Institutions Holding SCHE

About SCHWAB STRATEGIC TR US EMERGIN


  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track White & CO Financial Planning Inc Portfolio

Follow White & CO Financial Planning Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White & CO Financial Planning Inc, based on Form 13F filings with the SEC.

News

Stay updated on White & CO Financial Planning Inc with notifications on news.