A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, White & CO Financial Planning Inc holds 266,930 shares of SCHC stock, worth $12 Million. This represents 9.15% of its overall portfolio holdings.

Number of Shares
266,930
Previous 277,996 3.98%
Holding current value
$12 Million
Previous $11.7 Billion 3.4%
% of portfolio
9.15%
Previous 9.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$42.28 - $45.71 $467,870 - $505,826
-11,066 Reduced 3.98%
266,930 $12.1 Billion
Q2 2025

Jul 21, 2025

SELL
$32.41 - $42.59 $242,815 - $319,084
-7,492 Reduced 2.62%
277,996 $11.7 Billion
Q1 2025

May 06, 2025

BUY
$33.57 - $37.22 $120,079 - $133,135
3,577 Added 1.27%
285,488 $10.3 Billion
Q4 2024

Jan 23, 2025

BUY
$33.93 - $38.37 $9.57 Million - $10.8 Million
281,911 New
281,911 $9.68 Billion

Others Institutions Holding SCHC

About SCHWAB STRATEGIC TR INTL SMALL


  • Ticker SCHC
  • Sector ETFs
  • Industry ETFs
More about SCHC
Track This Portfolio

Track White & CO Financial Planning Inc Portfolio

Follow White & CO Financial Planning Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of White & CO Financial Planning Inc, based on Form 13F filings with the SEC.

News

Stay updated on White & CO Financial Planning Inc with notifications on news.