White & Co Financial Planning Inc SCHH Holdings History
White & Co Financial Planning Inc's Schwab U.S. REIT ETF Holding Summary
As of 2025-03-31, White & Co Financial Planning Inc held 246,027.00 shares of Schwab U.S. REIT ETF(SCHH), totaling $5.24 Mil. This investment constitutes 4.52% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.07% of the outstanding Schwab U.S. REIT ETF(SCHH) stock.
The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHH, at an average price of $22.33, for a total of 246,027.00 shares. Based on historical transaction data and SCHH's current price of $21.33, White & Co Financial Planning Inc's estimated gain on his SCHH holdings is $-247,053.61, reflecting a -4.50% gain to date.
White & Co Financial Planning Inc SCHH ($21.33) Holding Chart
White & Co Financial Planning Inc SCHH ($21.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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