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Disclosery

White & Co Financial Planning Inc: SCHE position timeline

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

White & Co Financial Planning Inc held 133,457 SCHE 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 133,457 shares
    Change vs previous 13F +842 shares

    3% of the 13F portfolio, value $4,839,134.

    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 132,615 shares
    Change vs previous 13F +2,363 shares

    3.07% of the 13F portfolio, value $4,369,661.

    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 130,252 shares
    Change vs previous 13F -49 shares

    3.19% of the 13F portfolio, value $4,265,751.

    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 130,301 shares
    Change vs previous 13F -2,463 shares

    3.27% of the 13F portfolio, value $4,348,143.

    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 132,764 shares
    Change vs previous 13F +1,188 shares

    3.2% of the 13F portfolio, value $3,997,523.

    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 131,576 shares
    Change vs previous 13F -2,059 shares

    3.13% of the 13F portfolio, value $3,632,822.

    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 133,635 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $3,558,709.

    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).