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White & Co Financial Planning Inc: SCHC position timeline

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

White & Co Financial Planning Inc held 265,459 SCHC 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 265,459 shares
    Change vs previous 13F +2,967 shares

    7.91% of the 13F portfolio, value $12,773,881.

    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 262,492 shares
    Change vs previous 13F -4,350 shares

    8.63% of the 13F portfolio, value $12,268,873.

    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 266,842 shares
    Change vs previous 13F -88 shares

    9.08% of the 13F portfolio, value $12,149,296.

    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 266,930 shares
    Change vs previous 13F -11,066 shares

    9.15% of the 13F portfolio, value $12,147,964.

    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 277,996 shares
    Change vs previous 13F -7,492 shares

    9.39% of the 13F portfolio, value $11,748,093.

    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 285,488 shares
    Change vs previous 13F +3,577 shares

    8.89% of the 13F portfolio, value $10,323,228.

    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 281,911 shares
    Change vs previous 13F not available

    8.21% of the 13F portfolio, value $9,677,988.

    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).