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

White & CO Financial Planning Inc

  • $133 Billion
  • Q3 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 737,124 shares of SCHA stock, worth $20.2 Million. This represents 15.48% of its overall portfolio holdings.

Number of Shares
737,124
Previous 747,217 1.35%
Holding current value
$20.2 Million
Previous $18.9 Billion 8.92%
% of portfolio
15.48%
Previous 15.1%

Shares

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

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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