White & CO Financial Planning Inc Schwab Strategic Tr Us Large 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 Us Large C stock. As of the latest transaction made, White & CO Financial Planning Inc holds 848,179 shares of SCHX stock, worth $18.8 Million. This represents 16.68% of its overall portfolio holdings.
Number of Shares
848,179Holding current value
$18.8 Million% of portfolio
16.68%Shares
1 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.07BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.58 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.83 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$781 Million1.08% of portfolio
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Hbk Sorce Advisory LLC Erie, PA32.1MShares$714 Million29.48% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$583 Million8.63% of portfolio