White & Co Financial Planning Inc SCHX Holdings History
White & Co Financial Planning Inc's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, White & Co Financial Planning Inc held 815,975.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $17.92 Mil. This investment constitutes 15.44% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.04% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $23.28 for 32,204.00 shares. Based on historical transaction data and SCHX's current price of $24.77, White & Co Financial Planning Inc's estimated gain on his SCHX holdings is $1.18 Mil, reflecting a 5.98% gain to date.
White & Co Financial Planning Inc SCHX ($24.77) Holding Chart
White & Co Financial Planning Inc SCHX ($24.77) 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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