Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Broad M Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 15,833 shares of SCHB stock, worth $990,195. This represents 0.37% of its overall portfolio holdings.
Number of Shares
15,833
Previous 15,833
-0.0%
Holding current value
$990,195
Previous $967 Million
2.98%
% of portfolio
0.37%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.32 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$386 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$294 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$251 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$229 Million18.5% of portfolio