White & Co Financial Planning Inc SCHI Holdings History
White & Co Financial Planning Inc's Schwab 5-10 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, White & Co Financial Planning Inc held 326,399.00 shares of Schwab 5-10 Year Corporate Bond ETF(SCHI), totaling $7.32 Mil. This investment constitutes 6.31% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.09% of the outstanding Schwab 5-10 Year Corporate Bond ETF(SCHI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.24 for 847.00 shares. Based on historical transaction data and SCHI's current price of $22.62, White & Co Financial Planning Inc's estimated gain on his SCHI holdings is $52,037.50, reflecting a 0.71% gain to date.
White & Co Financial Planning Inc SCHI ($22.62) Holding Chart
White & Co Financial Planning Inc SCHI ($22.62) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
