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White & Co Financial Planning Inc: SCHX position timeline

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

White & Co Financial Planning Inc held 815,684 SCHX 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 815,684 shares
    Change vs previous 13F +7,293 shares

    14.87% of the 13F portfolio, value $24,005,565.

    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 808,391 shares
    Change vs previous 13F -2,378 shares

    14.57% of the 13F portfolio, value $20,727,157.

    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 810,769 shares
    Change vs previous 13F -334 shares

    16.31% of the 13F portfolio, value $21,817,787.

    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 811,103 shares
    Change vs previous 13F -18,052 shares

    16.08% of the 13F portfolio, value $21,364,447.

    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 829,155 shares
    Change vs previous 13F +13,180 shares

    16.13% of the 13F portfolio, value $20,173,346.

    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 815,975 shares
    Change vs previous 13F -32,204 shares

    15.44% of the 13F portfolio, value $17,918,805.

    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 848,179 shares
    Change vs previous 13F not available

    16.68% of the 13F portfolio, value $19,660,789.

    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).