White & Co Financial Planning Inc SCHC Holdings History
White & Co Financial Planning Inc's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-06-30, White & Co Financial Planning Inc held 277,996.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $11.75 Mil. This investment constitutes 9.39% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.26% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHC, at an average price of $36.39, for a total of 285,488.00 shares. In addition, there have been 1 sales at an average price of $38.69 for 7,492.00 shares. Based on historical transaction data and SCHC's current price of $43.79, White & Co Financial Planning Inc's estimated gain on his SCHC holdings is $2.08 Mil, reflecting a 19.98% gain to date.
White & Co Financial Planning Inc SCHC ($43.79) Holding Chart
White & Co Financial Planning Inc SCHC ($43.79) 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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