A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, White & CO Financial Planning Inc holds 252,648 shares of SCHH stock, worth $5.36 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
252,648
Previous 248,468 1.68%
Holding current value
$5.36 Million
Previous $5.22 Billion 4.49%
% of portfolio
4.1%
Previous 4.17%

Shares

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

Oct 20, 2025

BUY
$20.76 - $21.78 $86,776 - $91,040
4,180 Added 1.68%
252,648 $5.45 Billion
Q2 2025

Jul 21, 2025

BUY
$18.94 - $21.67 $46,232 - $52,896
2,441 Added 0.99%
248,468 $5.22 Billion
Q1 2025

May 06, 2025

BUY
$20.2 - $22.24 $29,855 - $32,870
1,478 Added 0.6%
246,027 $5.24 Billion
Q4 2024

Jan 23, 2025

BUY
$20.55 - $23.26 $5.03 Million - $5.69 Million
244,549 New
244,549 $5.15 Billion

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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