White & CO Financial Planning Inc Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 340,176 shares of SCHI stock, worth $7.8 Million. This represents 5.91% of its overall portfolio holdings.

Number of Shares
340,176
Previous 328,078 3.69%
Holding current value
$7.8 Million
Previous $7.44 Billion 5.56%
% of portfolio
5.91%
Previous 5.95%

Shares

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

Oct 20, 2025
BUY
$22.45 - $23.2 $271,600 - $280,673
12,098 Added 3.69%
340,176 $7.85 Billion
Q2 2025

Jul 21, 2025
BUY
$21.85 - $22.76 $36,686 - $38,214
1,679 Added 0.51%
328,078 $7.44 Billion
Q1 2025

May 06, 2025
SELL
$21.77 - $22.56 $18,439 - $19,108
-847 Reduced 0.26%
326,399 $7.32 Billion
Q4 2024

Jan 23, 2025
BUY
$22.02 - $46.16 $7.21 Million - $15.1 Million
327,246 New
327,246 $7.22 Billion

Others Institutions Holding SCHI

# of Institutions
250
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
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More about SCHI
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