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Whitener Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Whitener Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.03M Sell
173,802
-5,396
-3% -$151K 1.07% 22
2026
Q1 		$4.5M Sell
179,198
-14,052
-7% -$369K 1.03% 26
2025
Q4 		$5.07M Sell
193,250
-606
-0.3% -$15.8K 1.15% 22
2025
Q3 		$4.98M Sell
193,856
-5,460
-3% -$135K 1.19% 21
2025
Q2 		$4.75M Sell
199,316
-10,843
-5% -$239K 1.26% 20
2025
Q1 		$4.52M Sell
210,159
-18,223
-8% -$415K 1.28% 19
2024
Q4 		$5.18M Sell
228,382
-18,605
-8% -$425K 1.45% 17
2024
Q3 		$5.48M Sell
246,987
-6,156
-2% -$131K 1.55% 17
2024
Q2 		$5.31M Buy
253,143
+6,123
+2% +$124K 1.61% 16
2024
Q1 		$5.03M Sell
247,020
-4,728
-2% -$91.5K 1.65% 17
2023
Q4 		$4.67M Sell
251,748
-6,306
-2% -$109K 1.69% 17
2023
Q3 		$4.29M Buy
258,054
+5,685
+2% +$98.4K 1.72% 15
2023
Q2 		$4.35M Buy
252,369
+7,980
+3% +$130K 1.67% 15
2023
Q1 		$3.9M Sell
244,389
-6,675
-3% -$104K 1.63% 19
2022
Q4 		$3.75M Sell
251,064
-18,102
-7% -$272K 1.64% 19
2022
Q3 		$3.77M Sell
269,166
-3,843
-1% -$59.8K 1.78% 15
2022
Q2 		$4.02M Sell
273,009
-7,452
-3% -$120K 1.81% 14
2022
Q1 		$4.99M Sell
280,461
-4,701
-2% -$82.5K 1.87% 11
2021
Q4 		$5.37M Sell
285,162
-14,820
-5% -$273K 1.92% 12
2021
Q3 		$4.55M Buy
299,982
+8,886
+3% +$158K 2.09% 10
2021
Q2 		$5.06M Sell
291,096
-5,850
-2% -$99K 2.01% 10
2021
Q1 		$4.79M Sell
296,946
-3,036
-1% -$47.9K 2.07% 10
2020
Q4 		$4.55M Sell
299,982
-10,272
-3% -$146K 2.08% 10
2020
Q3 		$4.12M Sell
310,254
-15,576
-5% -$205K 1.98% 11
2020
Q2 		$3.99M Sell
325,830
-33,330
-9% -$384K 2.08% 12
2020
Q1 		$3.62M Sell
359,160
-60,486
-14% -$732K 2.34% 10
2019
Q4 		$5.38M Sell
419,646
-2,658
-0.6% -$32.6K 2.79% 8
2019
Q3 		$5M Buy
422,304
+9,696
+2% +$115K 2.74% 8
2019
Q2 		$4.85M Buy
412,608
+16,014
+4% +$185K 2.76% 8
2019
Q1 		$4.5M Buy
396,594
+15,864
+4% +$173K 2.94% 7
2018
Q4 		$3.8M Buy
380,730
+858
+0.2% +$9.28K 2.8% 8
2018
Q3 		$4.46M Buy
379,872
+16,878
+5% +$195K 2.92% 6
2018
Q2 		$3.99M Buy
362,994
+21,384
+6% +$234K 3.13% 6
2018
Q1 		$3.63M Buy
341,610
+21,174
+7% +$233K 2.78% 6
2017
Q4 		$3.44M Buy
+320,436
New +$3.36M 2.96% 6

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Whitener Capital Management's SCHB Position: Q2 2026 in Review

Whitener Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3% in Q2 2026, selling an estimated $151K and leaving 173,802 shares worth $5.03M. The position accounts for 1.07% of the portfolio, ranked #22.

Whitener Capital Management first reported a position in SCHB in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.48M in Q3 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Whitener Capital Management held 173,802 shares of Schwab US Broad Market ETF worth $5.03M as of Q2 2026.
  • Whitener Capital Management sold 5,396 Schwab US Broad Market ETF shares in Q2 2026, an estimated $151K.
  • Schwab US Broad Market ETF made up 1.07% of Whitener Capital Management's portfolio in Q2 2026, its #22 holding.
  • Whitener Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Whitener Capital Management's Schwab US Broad Market ETF position peaked at $5.48M in Q3 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.