White & Co Financial Planning Inc SCHA Holdings History
White & Co Financial Planning Inc's Schwab U.S. Small-Cap ETF Holding Summary
As of 2025-06-30, White & Co Financial Planning Inc held 747,217.00 shares of Schwab U.S. Small-Cap ETF(SCHA), totaling $18.88 Mil. This investment constitutes 15.1% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.11% of the outstanding Schwab U.S. Small-Cap ETF(SCHA) stock.
The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHA, at an average price of $26.40, for a total of 756,115.00 shares. 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 $26.53, White & Co Financial Planning Inc's estimated gain on his SCHA holdings is $89,801.41, reflecting a 0.45% gain to date.
White & Co Financial Planning Inc SCHA ($26.53) Holding Chart
White & Co Financial Planning Inc SCHA ($26.53) 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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