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White & Co Financial Planning Inc: SCHF position timeline

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

White & Co Financial Planning Inc held 513,065 SCHF 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 513,065 shares
    Change vs previous 13F +2,397 shares

    8.8% of the 13F portfolio, value $14,211,899.

    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 510,668 shares
    Change vs previous 13F -12,354 shares

    8.89% of the 13F portfolio, value $12,639,040.

    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 523,022 shares
    Change vs previous 13F -242 shares

    9.4% of the 13F portfolio, value $12,573,445.

    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 523,264 shares
    Change vs previous 13F -9,460 shares

    9.17% of the 13F portfolio, value $12,181,582.

    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 532,724 shares
    Change vs previous 13F -16,165 shares

    9.39% of the 13F portfolio, value $11,746,560.

    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 548,889 shares
    Change vs previous 13F +4,345 shares

    9.44% of the 13F portfolio, value $10,955,817.

    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 544,544 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $10,074,057.

    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).