Number of Shares
131,576.00
Current Holdings Value*
$3.63 Mil
% of Portfolio
3.13%
Total Estimate Gain
$295,632.20
% of Total Estimate Gain
7.84%

White & Co Financial Planning Inc's Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, White & Co Financial Planning Inc held 131,576.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $3.63 Mil. This investment constitutes 3.13% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.04% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.37 for 2,059.00 shares. Based on historical transaction data and SCHE's current price of $30.47, White & Co Financial Planning Inc's estimated gain on his SCHE holdings is $295,632.20, reflecting a 7.84% gain to date.

White & Co Financial Planning Inc SCHE ($30.47) Holding Chart

White & Co Financial Planning Inc SCHE ($30.47) 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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