White & CO Financial Planning Inc Schwab Strategic U.S. Reit ETF Transaction History
White & CO Financial Planning Inc
- $133 Billion
- Q3 2025
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
Others Institutions Holding SCHH
# of Institutions
600Shares Held
182MCall Options Held
24.3KPut Options Held
21.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA57.1MShares$1.21 Billion2.36% of portfolio
-
Us Bancorp \De\32.1MShares$680 Million0.83% of portfolio
-
Creative Planning Overland Park, KS21.7MShares$460 Million0.36% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA8.36MShares$177 Million0.76% of portfolio
-
Northwestern Mutual Wealth Management CO7.45MShares$158 Million0.11% of portfolio