The Analysis of White & Co Financial Planning Inc's Holdings


Currently, White & Co Financial Planning Inc holds 19 types of securities in its portfolio with a total value $132.8M. In the most recent quarter, they have increased their positions in FLXR (+13.2K shares, valued at $525.7K), SPLB (+13.9K shares, valued at $320.4K), SCHI (+12.1K shares, valued at $279.2K); decreased their positions in SCHC (-11.1K shares, valued at $503.6K), SCHX (-18.1K shares, valued at $475.5K), SCHA (-10.1K shares, valued at $281.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR811.1K shares-2.18%2025-09-302025-10-21history
SCHA SCHWAB STRATEGIC TR737.1K shares-1.35%2025-09-302025-10-21history
SCHM SCHWAB STRATEGIC TR432.6K shares-0.19%2025-09-302025-10-21history
SCHF SCHWAB STRATEGIC TR523.3K shares-1.78%2025-09-302025-10-21history
SCHC SCHWAB STRATEGIC TR266.9K shares-3.98%2025-09-302025-10-21history
FLXR TCW ETF TRUST232.0K shares6.04%2025-09-302025-10-21history
SCHI SCHWAB STRATEGIC TR340.2K shares3.69%2025-09-302025-10-21history
SPLB SPDR SER TR335.0K shares4.31%2025-09-302025-10-21history
Sponsored
RWO SPDR INDEX SHS FDS120.8K shares2.71%2025-09-302025-10-21history
SCHH SCHWAB STRATEGIC TR252.6K shares1.68%2025-09-302025-10-21history
SCHE SCHWAB STRATEGIC TR130.3K shares-1.86%2025-09-302025-10-21history
GNR SPDR INDEX SHS FDS59.0K shares1.81%2025-09-302025-10-21history
JPIB J P MORGAN EXCHANGE TRADED F64.6K shares0.43%2025-09-302025-10-21history
SCHJ SCHWAB STRATEGIC TR108.0K shares3.54%2025-09-302025-10-21history
MUB ISHARES TR16.4K shares8.61%2025-09-302025-10-21history
MLN VANECK ETF TRUST99.3K shares7.11%2025-09-302025-10-21history
Sponsored
IVV ISHARES TR424 shares-8.42%2025-09-302025-10-21history
SUB ISHARES TR2.3K shares0.80%2025-09-302025-10-21history
WTPI WISDOMTREE TR6.7K shares-1.21%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available