White & Co Financial Planning Inc SCHJ Holdings History
White & Co Financial Planning Inc's Schwab 1-5 Year Corporate Bond ETF Holding Summary
As of 2025-03-31, White & Co Financial Planning Inc held 103,965.00 shares of Schwab 1-5 Year Corporate Bond ETF(SCHJ), totaling $2.56 Mil. This investment constitutes 2.21% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.5% of the outstanding Schwab 1-5 Year Corporate Bond ETF(SCHJ) stock.
The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHJ, at an average price of $24.50, for a total of 103,965.00 shares. Based on historical transaction data and SCHJ's current price of $24.70, White & Co Financial Planning Inc's estimated gain on his SCHJ holdings is $20,815.23, reflecting a 0.82% gain to date.
White & Co Financial Planning Inc SCHJ ($24.70) Holding Chart
White & Co Financial Planning Inc SCHJ ($24.70) 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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