A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 108,011 shares of SCHJ stock, worth $2.68 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares
108,011
Previous 104,319 3.54%
Holding current value
$2.68 Million
Previous $2.59 Billion 4.23%
% of portfolio
2.03%
Previous 2.07%

Shares

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

Oct 20, 2025

BUY
$24.65 - $24.98 $91,007 - $92,226
3,692 Added 3.54%
108,011 $2.69 Billion
Q2 2025

Jul 21, 2025

BUY
$24.32 - $24.81 $8,609 - $8,782
354 Added 0.34%
104,319 $2.59 Billion
Q1 2025

May 06, 2025

BUY
$24.29 - $24.65 $53,996 - $54,796
2,223 Added 2.18%
103,965 $2.56 Billion
Q4 2024

Jan 23, 2025

BUY
$24.31 - $49.53 $2.47 Million - $5.04 Million
101,742 New
101,742 $2.48 Billion

Others Institutions Holding SCHJ

About SCHWAB STRATEGIC TR 1 - 5 YR C


  • Ticker SCHJ
  • Sector ETFs
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