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Disclosery

Whitener Capital Management, Inc.: SCHW position timeline

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

Whitener Capital Management, Inc. held 24,877 SCHW 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 24,877 shares
    Change vs previous 13F +3,608 shares

    0.49% of the 13F portfolio, value $2,295,401.

    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 21,269 shares
    Change vs previous 13F +1,346 shares

    0.46% of the 13F portfolio, value $1,998,861.

    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 19,923 shares
    Change vs previous 13F +1,442 shares

    0.45% of the 13F portfolio, value $1,990,507.

    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 18,481 shares
    Change vs previous 13F +336 shares

    0.42% of the 13F portfolio, value $1,764,381.

    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 18,145 shares
    Change vs previous 13F +337 shares

    0.44% of the 13F portfolio, value $1,655,550.

    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 17,808 shares
    Change vs previous 13F +6,278 shares

    0.39% of the 13F portfolio, value $1,394,010.

    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 11,530 shares
    Change vs previous 13F +680 shares

    0.24% of the 13F portfolio, value $853,335.

    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 10,850 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $703,189.

    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).