White & Co Financial Planning Inc Portfolio Concentration Analysis: High Allocation in SCHWab ETFs
This analysis examines the portfolio concentration of White & Co Financial Planning Inc as of June 30, 2026. The report highlights significant holdings primarily within SCHWab Strategic Trust ETFs.
White & Co Financial Planning Inc maintains a substantial investment portfolio valued at $157,722,215 as of June 30, 2026.
The analysis reveals notable concentration in exchange-traded funds (ETFs), particularly those belonging to the SCHWab Strategic Trust family. Among these ETFs, SCHA stands out with a significant allocation of $25,550,715 or approximately 15.83% of the total portfolio value.
Other major positions include SCHX at $24,005,565 (14.87%), SCHM at $16,211,451 (10.04%), SCHF at $14,211,899 (8.8%), and SCHC at $12,773,881 (7.91%). These five holdings alone account for a substantial portion of the portfolio.
Furthermore, significant allocations exist in other trusts' ETFs such as FLXR ($11,799,123 or 7.31%) and MLN ($2,027,329 or 1.26%), though they are considerably smaller than the SCHWab holdings.
The sector allocation data indicates that all positions fall under a category labeled 'Unknown'. This suggests either incomplete information regarding specific sectors held by these ETFs or that the portfolio's diversification across traditional sectors is limited, with investments heavily concentrated within the structure of various ETFs regardless of their underlying sector exposure.
For detailed insights into White & Co Financial Planning Inc's holdings and performance history, visit their profile page. You can also explore individual stock or ETF positions like SCHWab Strategic Trust (SCHA) at InsiderSet and TCW ETF TRUST (FLXR) at InsiderSet.