White & Co Financial Planning Inc ETF holdings
Sunnyside, WA
Reported $161.4M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$161.4M
ETFs held
20
Change from prior quarter
+13.5%
With price moves
ETFs as a share of its 13F
100.0%
of $161.4M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHA | Schwab U.S. Small-Cap ETF | $25.6M | 707,188 | −21,255 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $24.0M | 815,684 | +7,293 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $16.2M | 439,692 | +2,860 shares |
| SCHF | Schwab International Equity ETF | $14.2M | 513,065 | +2,397 shares |
| SCHC | Schwab International Small-Cap Equity ETF | $12.8M | 265,459 | +2,967 shares |
| FLXR | TCW Flexible Income ETF | $11.8M | 300,921 | +41,367 shares |
| SCHI | Schwab 5-10 Year Corporate Bond ETF | $9.7M | 427,382 | +49,579 shares |
| SPLB | State Street SPDR Portfolio Long Term Corporate Bond Index ETF | $9.5M | 421,974 | +50,604 shares |
| SCHH | Schwab U.S. REIT ETF | $6.7M | 281,314 | +2,084 shares |
| RWO | State Street SPDR Dow Jones Global Real Estate ETF | $6.5M | 131,163 | +2,722 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002039300. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does White & Co Financial Planning Inc own?
White & Co Financial Planning Inc reported 20 ETF positions worth $161.4M in its Form 13F for June 30, 2026. The largest was SCHA, at $25.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.