Number of Shares
548,889.00
Current Holdings Value*
$10.96 Mil
% of Portfolio
9.44%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
12.45%

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

As of 2025-03-31, White & Co Financial Planning Inc held 548,889.00 shares of Schwab International Equity ETF(SCHF), totaling $10.96 Mil. This investment constitutes 9.44% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHF, at an average price of $19.51, for a total of 548,889.00 shares. Based on historical transaction data and SCHF's current price of $21.94, White & Co Financial Planning Inc's estimated gain on his SCHF holdings is $1.33 Mil, reflecting a 12.45% gain to date.

White & Co Financial Planning Inc SCHF ($21.94) Holding Chart

White & Co Financial Planning Inc SCHF ($21.94) 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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