Schwab Strategic Tr us dividend eq shares owned by Whitener Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 25k | 80.63 |
| 2023-12-31 | $1.7M | 23k | 76.13 |
| 2023-09-30 | $1.6M | 23k | 70.76 |
| 2023-06-30 | $1.5M | 21k | 72.62 |
| 2023-03-31 | $1.3M | 17k | 73.16 |
| 2022-12-31 | $1.1M | 14k | 75.54 |
| 2022-09-30 | $821k | 12k | 66.35 |
| 2022-06-30 | $758k | 11k | 71.59 |
| 2022-03-31 | $766k | 9.7k | 78.81 |
| 2021-12-31 | $761k | 9.4k | 80.83 |
| 2021-09-30 | $432k | 6.7k | 64.13 |
| 2021-06-30 | $564k | 7.5k | 75.55 |
| 2021-03-31 | $516k | 7.1k | 72.85 |
| 2020-12-31 | $432k | 6.7k | 64.13 |
| 2020-09-30 | $363k | 6.6k | 55.26 |
| 2020-06-30 | $378k | 7.3k | 51.72 |
| 2020-03-31 | $327k | 7.3k | 44.98 |
| 2019-12-31 | $423k | 7.3k | 57.83 |
| 2019-09-30 | $389k | 7.1k | 54.67 |
| 2019-06-30 | $340k | 6.4k | 53.03 |
| 2019-03-31 | $213k | 4.1k | 52.05 |
| 2018-12-31 | $173k | 3.7k | 46.86 |
| 2018-09-30 | $190k | 3.6k | 52.90 |
| 2018-03-31 | $173k | 3.5k | 48.90 |
| 2017-12-31 | $152k | 3.0k | 50.87 |
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