Whitener Capital Management, Inc. Schwab Strategic Tr Us Broad M Transaction History
Whitener Capital Management, Inc.
- $354 Million
- Q4 2024
A detailed history of Whitener Capital Management, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Whitener Capital Management, Inc. holds 228,382 shares of SCHB stock, worth $5.33 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
228,382
Previous 82,329
177.4%
Holding current value
$5.33 Million
Previous $5.48 Million
5.33%
% of portfolio
1.46%
Previous 1.57%
Shares
30 transactions
Others Institutions Holding SCHB
# of Institutions
1,224Shares Held
325MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio