White & Co Financial Planning Inc SCHA Holdings History
White & Co Financial Planning Inc's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-03-31, White & Co Financial Planning Inc held 688,800.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $16.17 Mil. This investment constitutes 13.94% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.1% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.49 for 8,898.00 shares. Based on historical transaction data and SCHA's current price of $26.08, White & Co Financial Planning Inc's estimated gain on his SCHA holdings is $-388,983.72, reflecting a -2.09% gain to date.
White & Co Financial Planning Inc SCHA ($26.08) Holding Chart
White & Co Financial Planning Inc SCHA ($26.08) 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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