Whitener Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Whitener Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Sell	67,963 -274	-0.4%	-$8.69K	0.46%	49
2026 Q1	$2.09M	Buy	68,237 +935	+1%	+$28.4K	0.48%	46
2025 Q4	$1.85M	Sell	67,302 -882	-1%	-$24K	0.42%	52
2025 Q3	$1.86M	Sell	68,184 -1,765	-3%	-$48.2K	0.45%	49
2025 Q2	$1.85M	Sell	69,949 -2,353	-3%	-$61.4K	0.49%	46
2025 Q1	$2.02M	Sell	72,302 -2,476	-3%	-$69K	0.57%	44
2024 Q4	$2.04M	Sell	74,778 -1,176	-2%	-$33.4K	0.57%	41
2024 Q3	$2.14M	Sell	75,954 -2,130	-3%	-$58K	0.61%	41
2024 Q2	$2.02M	Buy	78,084 +3,948	+5%	+$103K	0.61%	38
2024 Q1	$1.99M	Buy	74,136 +5,346	+8%	+$138K	0.65%	35
2023 Q4	$1.75M	Buy	68,790 +165	+0.2%	+$3.93K	0.63%	37
2023 Q3	$1.62M	Buy	68,625 +5,541	+9%	+$136K	0.65%	36
2023 Q2	$1.53M	Buy	63,084 +11,166	+22%	+$267K	0.59%	44
2023 Q1	$1.27M	Buy	51,918 +9,621	+23%	+$241K	0.53%	47
2022 Q4	$1.07M	Buy	42,297 +5,178	+14%	+$128K	0.47%	52
2022 Q3	$821K	Buy	37,119 +5,355	+17%	+$130K	0.39%	59
2022 Q2	$758K	Buy	31,764 +2,604	+9%	+$66.2K	0.34%	63
2022 Q1	$766K	Buy	29,160 +915	+3%	+$24K	0.29%	77
2021 Q4	$761K	Buy	28,245 +8,037	+40%	+$209K	0.27%	74
2021 Q3	$432K	Sell	20,208 -2,187	-10%	-$55.6K	0.2%	84
2021 Q2	$564K	Buy	22,395 +1,146	+5%	+$28.9K	0.22%	84
2021 Q1	$516K	Buy	21,249 +1,041	+5%	+$23.7K	0.22%	83
2020 Q4	$432K	Buy	20,208 +501	+3%	+$10.2K	0.2%	85
2020 Q3	$363K	Sell	19,707 -2,220	-10%	-$40.9K	0.17%	89
2020 Q2	$378K	Buy	21,927 +117	+0.5%	+$1.98K	0.2%	88
2020 Q1	$327K	Sell	21,810 -135	-0.6%	-$2.42K	0.21%	84
2019 Q4	$423K	Buy	21,945 +600	+3%	+$11.2K	0.22%	89
2019 Q3	$389K	Buy	21,345 +2,109	+11%	+$37.7K	0.21%	92
2019 Q2	$340K	Buy	19,236 +6,960	+57%	+$122K	0.19%	99
2019 Q1	$213K	Buy	12,276 +1,200	+11%	+$20.2K	0.14%	114
2018 Q4	$173K	Buy	11,076 +300	+3%	+$5K	0.13%	122
2018 Q3	$190K	Buy	+10,776	New	+$186K	0.12%	126
2018 Q2	–	Sell	-10,614	Closed	-$173K	–	340
2018 Q1	$173K	Buy	10,614 +1,650	+18%	+$28.1K	0.13%	124
2017 Q4	$152K	Buy	+8,964	New	+$147K	0.13%	124

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

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

Whitener Capital Management reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.4% in Q2 2026, selling an estimated $8.69K and leaving 67,963 shares worth $2.16M. The position accounts for 0.46% of the portfolio, ranked #49.

Whitener Capital Management first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. 395 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Whitener Capital Management held 67,963 shares of Schwab US Dividend Equity ETF worth $2.16M as of Q2 2026.
Whitener Capital Management sold 274 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.69K.
Schwab US Dividend Equity ETF made up 0.46% of Whitener Capital Management's portfolio in Q2 2026, its #49 holding.
Whitener Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
395 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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