Schwab Strategic Tr cmn shares owned by Whitener Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Whitener Capital Management
from 13F filings
Historical chart of Whitener Capital Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Whitener Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $975k | 13k | 75.98 |
| 2023-12-31 | $864k | 12k | 70.10 |
| 2023-09-30 | $853k | 13k | 64.46 |
| 2023-06-30 | $834k | 12k | 67.09 |
| 2023-03-31 | $738k | 11k | 65.58 |
| 2022-12-31 | $702k | 11k | 66.02 |
| 2022-09-30 | $570k | 9.8k | 58.41 |
| 2022-06-30 | $592k | 9.5k | 62.37 |
| 2022-03-31 | $671k | 9.4k | 71.33 |
| 2021-12-31 | $674k | 9.2k | 73.13 |
| 2021-09-30 | $489k | 8.2k | 59.47 |
| 2021-06-30 | $548k | 8.0k | 68.35 |
| 2021-03-31 | $489k | 7.5k | 65.27 |
| 2020-12-31 | $489k | 8.2k | 59.47 |
| 2020-09-30 | $529k | 10k | 52.18 |
| 2020-06-30 | $515k | 10k | 50.02 |
| 2020-03-31 | $480k | 11k | 44.27 |
| 2019-12-31 | $822k | 14k | 60.05 |
| 2019-09-30 | $742k | 13k | 56.66 |
| 2019-06-30 | $659k | 12k | 56.13 |
| 2019-03-31 | $606k | 11k | 54.67 |
| 2018-12-31 | $510k | 10k | 49.28 |
| 2018-09-30 | $561k | 10k | 56.03 |
| 2018-06-30 | $533k | 10k | 53.03 |
| 2018-03-31 | $453k | 8.6k | 52.83 |
| 2017-12-31 | $113k | 2.1k | 54.59 |
More positions owned by Whitener Capital Management
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