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Disclosery

Whitener Capital Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitener Capital Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Whitener Capital Management, Inc. held 67,963 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,963 shares
    Change vs previous 13F -274 shares

    0.46% of the 13F portfolio, value $2,155,107.

    13F-HR 0000825217-26-000003 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,237 shares
    Change vs previous 13F +935 shares

    0.48% of the 13F portfolio, value $2,093,511.

    13F-HR 0000825217-26-000002 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,302 shares
    Change vs previous 13F -882 shares

    0.42% of the 13F portfolio, value $1,846,094.

    13F-HR 0000825217-26-000001 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,184 shares
    Change vs previous 13F -1,765 shares

    0.45% of the 13F portfolio, value $1,861,426.

    13F-HR 0000825217-25-000003 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,949 shares
    Change vs previous 13F -2,353 shares

    0.49% of the 13F portfolio, value $1,853,652.

    13F-HR 0001085146-25-003780 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 72,302 shares
    Change vs previous 13F -2,476 shares

    0.57% of the 13F portfolio, value $2,021,567.

    13F-HR 0001085146-25-002532 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,778 shares
    Change vs previous 13F +49,460 shares

    0.57% of the 13F portfolio, value $2,042,944.

    13F-HR 0001172661-25-000192 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,318 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,140,170.

    13F-HR 0001172661-24-004397 filed by Whitener Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).