Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,295,400
+$296,540 QoQ
Shares Held
24,877
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#893
of 2,304 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Whitener Capital Management, Inc. holds $14,487,346 across 5 Capital Markets names. SCHW ranks #2 (15.8% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,400 | 24,877 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,998,860 | 21,269 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,990,506 | 19,923 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,764,381 | 18,481 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,655,549 | 18,145 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,394,010 | 17,808 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $853,335 | 11,530 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $703,188 | 10,850 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $636,092 | 8,632 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $629,140 | 8,697 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $408,740 | 5,941 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $223,882 | 4,078 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||