Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Dividen Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $343 Billion
- Q4 2024
A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 815,026 shares of SCHD stock, worth $23.3 Million. This represents 6.49% of its overall portfolio holdings.
Number of Shares
815,026
Previous 240,718
238.58%
Holding current value
$23.3 Million
Previous $20.3 Billion
9.43%
% of portfolio
6.49%
Previous 6.77%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
1,939Shares Held
823MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.42 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.04 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$813 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$765 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$742 Million4.56% of portfolio