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White & Co Financial Planning Inc: SCHI position timeline

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

White & Co Financial Planning Inc held 427,382 SCHI 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 427,382 shares
    Change vs previous 13F +49,579 shares

    5.99% of the 13F portfolio, value $9,675,936.

    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 377,803 shares
    Change vs previous 13F +38,183 shares

    6.02% of the 13F portfolio, value $8,568,579.

    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 339,620 shares
    Change vs previous 13F -556 shares

    5.83% of the 13F portfolio, value $7,801,062.

    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 340,176 shares
    Change vs previous 13F +12,098 shares

    5.91% of the 13F portfolio, value $7,851,252.

    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 328,078 shares
    Change vs previous 13F +1,679 shares

    5.95% of the 13F portfolio, value $7,437,533.

    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 326,399 shares
    Change vs previous 13F -847 shares

    6.31% of the 13F portfolio, value $7,317,864.

    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 327,246 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $7,222,330.

    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).