White & Co Financial Planning Inc SCHM Holdings History
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 $28.98, White & Co Financial Planning Inc's estimated gain on his SCHM holdings is $222,699.69, reflecting a 1.78% gain to date.
White & Co Financial Planning Inc SCHM ($28.98) Holding Chart
White & Co Financial Planning Inc SCHM ($28.98) 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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