Whitener Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
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 | 1.99% | 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 | 2.75% | 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 | 2.81% | 8 |
|
|
2018
Q3 | $4.46M | Buy |
379,872
+16,878
| +5% | +$195K | 2.93% | 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 | 2.97% | 6 |
|
Other funds holding SCHB
HWA
CCWA
SFG
HWA
JWS
MAG
GAM
PIMG
WC