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

White & CO Financial Planning Inc

$133 Billion
Q3 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 432,570 shares of SCHM stock, worth $12.6 Million. This represents 9.65% of its overall portfolio holdings.

Number of Shares

432,570

Previous 433,386 0.19%

Holding current value

$12.6 Million

Previous $12.1 Billion 5.85%

% of portfolio

9.65%

Previous 9.69%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$28.15 - $30.13 $22,970 - $24,586	-816 Reduced 0.19%	432,570 $12.8 Billion
Q2 2025 Jul 21, 2025	BUY	$22.92 - $28.05 $240,362 - $294,160	10,487 Added 2.48%	433,386 $12.1 Billion
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

1,068

Shares Held

282M

Call Options Held

8.7K

Put Options Held

View Full List

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