WHITENER CAPITAL MANAGEMENT, INC. SCHB Holdings History
WHITENER CAPITAL MANAGEMENT, INC.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, WHITENER CAPITAL MANAGEMENT, INC. held 199,316.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.75 Mil. This investment constitutes 1.26% of their stock portfolio, and WHITENER CAPITAL MANAGEMENT, INC. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then WHITENER CAPITAL MANAGEMENT, INC. has made 12 purchases of SCHB, at an average price of $26.52, for a total of 312,932.00 shares. In addition, there have been 17 sales at an average price of $33.24 for 113,616.00 shares. Based on historical transaction data and SCHB's current price of $24.28, WHITENER CAPITAL MANAGEMENT, INC.'s estimated gain on his SCHB holdings is $316,444.66, reflecting a 3.81% gain to date.
WHITENER CAPITAL MANAGEMENT, INC. SCHB ($24.28) Holding Chart
WHITENER CAPITAL MANAGEMENT, INC. SCHB ($24.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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