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
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

SELL
$27.17 - $28.65 $8,857 - $9,339
-326 Reduced 0.04%
736,798 $21 Billion
Q3 2025

Oct 20, 2025

SELL
$25.29 - $28.33 $255,251 - $285,934
-10,093 Reduced 1.35%
737,124 $20.6 Billion
Q2 2025

Jul 21, 2025

BUY
$20.42 - $25.3 $1.19 Million - $1.48 Million
58,417 Added 8.48%
747,217 $18.9 Billion
Q1 2025

May 06, 2025

SELL
$23.16 - $27.04 $206,077 - $240,601
-8,898 Reduced 1.28%
688,800 $16.2 Billion
Q4 2024

Jan 23, 2025

BUY
$25.33 - $51.16 $17.7 Million - $35.7 Million
697,698 New
697,698 $18 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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