White & CO Financial Planning Inc Schwab Strategic Tr Us Large C Transaction History

White & CO Financial Planning Inc

$134 Billion
Q4 2025

A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 810,769 shares of SCHX stock, worth $21.5 Million. This represents 16.31% of its overall portfolio holdings.

Number of Shares

810,769

Previous 811,103 0.04%

Holding current value

$21.5 Million

Previous $21.4 Billion 2.12%

% of portfolio

16.31%

Previous 16.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$25.85 - $27.19 $8,633 - $9,081	-334 Reduced 0.04%	810,769 $21.8 Billion
Q3 2025 Oct 20, 2025	SELL	$24.46 - $26.5 $441,551 - $478,378	-18,052 Reduced 2.18%	811,103 $21.4 Billion
Q2 2025 Jul 21, 2025	BUY	$19.6 - $24.44 $258,328 - $322,119	13,180 Added 1.62%	829,155 $20.2 Billion
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $700,437 - $781,913	-32,204 Reduced 3.8%	815,975 $17.9 Billion
Q4 2024 Jan 23, 2025	BUY	$22.4 - $68.28 $19 Million - $57.9 Million	848,179 New	848,179 $19.7 Billion

Others Institutions Holding SCHX

# of Institutions

1,633

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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White & CO Financial Planning Inc Schwab Strategic Tr Us Large C Transaction History