Number of Shares
433,386.00
Current Holdings Value*
$12.11 Mil
% of Portfolio
9.69%
Total Estimate Gain
$188,028.81
% of Total Estimate Gain
1.51%

White & Co Financial Planning Inc's Schwab U.S. Mid-Cap ETF Holding Summary

As of 2025-06-30, White & Co Financial Planning Inc held 433,386.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $12.11 Mil. This investment constitutes 9.69% of their stock portfolio, and White & Co Financial Planning Inc now holds 0.11% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2024Q4. And since then White & Co Financial Planning Inc has made 1 purchases of SCHM, at an average price of $28.46, for a total of 438,430.00 shares. In addition, there have been 1 sales at an average price of $27.85 for 5,044.00 shares. Based on historical transaction data and SCHM's current price of $28.90, White & Co Financial Planning Inc's estimated gain on his SCHM holdings is $188,028.81, reflecting a 1.51% gain to date.

White & Co Financial Planning Inc SCHM ($28.90) Holding Chart

White & Co Financial Planning Inc SCHM ($28.90) 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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