White & CO Financial Planning Inc Schwab Strategic U.S. Mid Cap Transaction History
White & CO Financial Planning Inc
- $118 Billion
- Q4 2024
A detailed history of White & CO Financial Planning Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, White & CO Financial Planning Inc holds 427,943 shares of SCHM stock, worth $12 Million. This represents 10.06% of its overall portfolio holdings.
Number of Shares
427,943Holding current value
$12 Million% of portfolio
10.06%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,006Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$800 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio