Schwab U S Broad Market ETF shares owned by Whitener Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 228k | 22.70 |
| 2024-09-30 | $5.5M | 82k | 66.52 |
| 2024-06-30 | $5.3M | 84k | 62.87 |
| 2024-03-31 | $5.0M | 82k | 61.05 |
| 2023-12-31 | $4.7M | 84k | 55.67 |
| 2023-09-30 | $4.3M | 86k | 49.85 |
| 2023-06-30 | $4.3M | 84k | 51.70 |
| 2023-03-31 | $3.9M | 82k | 47.85 |
| 2022-12-31 | $3.8M | 84k | 44.81 |
| 2022-09-30 | $3.8M | 90k | 41.99 |
| 2022-06-30 | $4.0M | 91k | 44.19 |
| 2022-03-31 | $5.0M | 94k | 53.39 |
| 2021-12-31 | $5.4M | 48k | 113.01 |
| 2021-09-30 | $4.5M | 50k | 90.99 |
| 2021-06-30 | $5.1M | 49k | 104.25 |
| 2021-03-31 | $4.8M | 50k | 96.70 |
| 2020-12-31 | $4.5M | 50k | 90.99 |
| 2020-09-30 | $4.1M | 52k | 79.64 |
| 2020-06-30 | $4.0M | 54k | 73.46 |
| 2020-03-31 | $3.6M | 60k | 60.42 |
| 2019-12-31 | $5.4M | 70k | 76.88 |
| 2019-09-30 | $5.0M | 70k | 71.01 |
| 2019-06-30 | $4.9M | 69k | 70.53 |
| 2019-03-31 | $4.5M | 66k | 68.05 |
| 2018-12-31 | $3.8M | 64k | 59.92 |
| 2018-09-30 | $4.5M | 63k | 70.38 |
| 2018-06-30 | $4.0M | 61k | 65.98 |
| 2018-03-31 | $3.6M | 57k | 63.77 |
| 2017-12-31 | $3.4M | 53k | 64.51 |
More positions owned by Whitener Capital Management
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