White & CO Financial Planning Inc Schwab Strategic Tr 1 5 Yr C Transaction History
White & CO Financial Planning Inc
- $134 Billion
- Q4 2025
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 107,724 shares of SCHJ stock, worth $2.68 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
107,724
Previous 108,011
0.27%
Holding current value
$2.68 Million
Previous $2.69 Billion
0.45%
% of portfolio
2.01%
Previous 2.03%
Shares
5 transactions
Others Institutions Holding SCHJ
# of Institutions
127Shares Held
7.47MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC446KShares$11.1 Million1.29% of portfolio
-
White Wing Wealth Management The Wodlands, TX427KShares$10.6 Million6.53% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio