White & CO Financial Planning Inc Schwab Strategic Tr 1 5 Yr C Transaction History
White & CO Financial Planning Inc
- $118 Billion
- Q4 2024
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 101,742 shares of SCHJ stock, worth $2.5 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
101,742Holding current value
$2.5 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
115Shares Held
6.95MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.8 Million1.54% of portfolio
-
Envestnet Asset Management Inc401KShares$9.87 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL342KShares$8.43 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC340KShares$8.36 Million0.0% of portfolio
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Tap Consulting, LLC334KShares$8.22 Million1.74% of portfolio