Whitener Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Buy |
|
|||||
|
2025
Q2 | $1.3M | Buy |
|
|||||
|
2025
Q1 | $1.18M | Buy |
|
|||||
|
2024
Q4 | $1.12M | Buy |
|
|||||
|
2024
Q3 | $1.1M | Buy |
|
|||||
|
2024
Q2 | $962K | Buy |
|
|||||
|
2024
Q1 | $975K | Buy |
|
|||||
|
2023
Q4 | $864K | Sell |
|
|||||
|
2023
Q3 | $853K | Buy |
|
|||||
|
2023
Q2 | $834K | Buy |
|
|||||
|
2023
Q1 | $738K | Buy |
|
|||||
|
2022
Q4 | $702K | Buy |
|
|||||
|
2022
Q3 | $570K | Buy |
|
|||||
|
2022
Q2 | $592K | Buy |
|
|||||
|
2022
Q1 | $671K | Buy |
|
|||||
|
2021
Q4 | $674K | Buy |
|
|||||
|
2021
Q3 | $489K | Buy |
|
|||||
|
2021
Q2 | $548K | Buy |
|
|||||
|
2021
Q1 | $489K | Sell |
|
|||||
|
2020
Q4 | $489K | Sell |
|
|||||
|
2020
Q3 | $529K | Sell |
|
|||||
|
2020
Q2 | $515K | Sell |
|
|||||
|
2020
Q1 | $480K | Sell |
|
|||||
|
2019
Q4 | $822K | Buy |
|
|||||
|
2019
Q3 | $742K | Buy |
|
|||||
|
2019
Q2 | $659K | Buy |
|
|||||
|
2019
Q1 | $606K | Buy |
|
|||||
|
2018
Q4 | $510K | Buy |
|
|||||
|
2018
Q3 | $561K | Sell |
|
|||||
|
2018
Q2 | $533K | Buy |
|
|||||
|
2018
Q1 | $453K | Buy |
|
|||||
|
2017
Q4 | $113K | Buy |
|