White & CO Financial Planning Inc Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 736,798 shares of SCHA stock, worth $20.2 Million. This represents 15.69% of its overall portfolio holdings.
Number of Shares
736,798
Previous 737,124
0.04%
Holding current value
$20.2 Million
Previous $20.6 Billion
2.03%
% of portfolio
15.69%
Previous 15.48%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,332Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
-
Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
-
Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio