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White & Co Financial Planning Inc: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of White & Co Financial Planning Inc on SCHA, newest first. How the timeline and the estimate are built.

White & Co Financial Planning Inc held 707,188 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 707,188 shares
    Change vs previous 13F -21,255 shares

    15.83% of the 13F portfolio, value $25,550,715.

    13F-HR 0002039300-26-000006 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 728,443 shares
    Change vs previous 13F -8,355 shares

    14.89% of the 13F portfolio, value $21,183,136.

    13F-HR 0002039300-26-000004 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 736,798 shares
    Change vs previous 13F -326 shares

    15.69% of the 13F portfolio, value $20,984,016.

    13F-HR 0002039300-26-000002 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 737,124 shares
    Change vs previous 13F -10,093 shares

    15.48% of the 13F portfolio, value $20,565,769.

    13F-HR 0002039300-25-000009 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 747,217 shares
    Change vs previous 13F +58,417 shares

    15.1% of the 13F portfolio, value $18,882,169.

    13F-HR 0002039300-25-000006 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 688,800 shares
    Change vs previous 13F -8,898 shares

    13.94% of the 13F portfolio, value $16,173,031.

    13F-HR 0002039300-25-000003 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 697,698 shares
    Change vs previous 13F not available

    15.3% of the 13F portfolio, value $18,042,476.

    13F-HR/A 0001941040-25-000076 filed by White & Co Financial Planning Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).