Whitener Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.86M | Sell |
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|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $2.02M | Sell |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $821K | Buy |
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|
2022
Q2 | $758K | Buy |
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|
2022
Q1 | $766K | Buy |
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|
2021
Q4 | $761K | Buy |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $564K | Buy |
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|
2021
Q1 | $516K | Buy |
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|
2020
Q4 | $432K | Buy |
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|
2020
Q3 | $363K | Sell |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $327K | Sell |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $389K | Buy |
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|
2019
Q2 | $340K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | $173K | Buy |
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|
2018
Q3 | $190K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $152K | Buy |
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