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White & Co Financial Planning Inc: SCHM position timeline

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

White & Co Financial Planning Inc held 439,692 SCHM 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 439,692 shares
    Change vs previous 13F +2,860 shares

    10.04% of the 13F portfolio, value $16,211,451.

    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 436,832 shares
    Change vs previous 13F +4,476 shares

    9.51% of the 13F portfolio, value $13,524,305.

    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 432,356 shares
    Change vs previous 13F -214 shares

    9.72% of the 13F portfolio, value $13,000,940.

    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 432,570 shares
    Change vs previous 13F -816 shares

    9.65% of the 13F portfolio, value $12,821,370.

    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 433,386 shares
    Change vs previous 13F +10,487 shares

    9.69% of the 13F portfolio, value $12,113,148.

    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 422,899 shares
    Change vs previous 13F -5,044 shares

    9.54% of the 13F portfolio, value $11,067,264.

    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 427,943 shares
    Change vs previous 13F not available

    10.06% of the 13F portfolio, value $11,858,314.

    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).