Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 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 240,718 shares of SCHD stock, worth $6.57 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares

240,718

Previous 230,405 4.48%

Holding current value

$6.57 Million

Previous $17.9 Billion 13.57%

% of portfolio

6.77%

Previous 6.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $794,307 - $877,223	10,313 Added 4.48%	240,718 $20.3 Billion
Q2 2024 Jul 26, 2024	BUY	$75.81 - $80.15 $188,539 - $199,333	2,487 Added 1.09%	230,405 $17.9 Billion
Q1 2024 Apr 12, 2024	BUY	$75.25 - $80.63 $1.86 Million - $1.99 Million	24,654 Added 12.13%	227,918 $18.4 Billion
Q4 2023 Jan 12, 2024	BUY	$66.9 - $76.32 $1.49 Million - $1.7 Million	22,221 Added 12.27%	203,264 $15.5 Billion
Q3 2023 Oct 05, 2023	BUY	$70.63 - $75.66 $2.27 Million - $2.43 Million	32,114 Added 21.56%	181,043 $12.8 Billion
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $1.41 Million - $1.51 Million	20,448 Added 15.92%	148,929 $10.8 Billion
Q1 2023 Apr 21, 2023	BUY	$70.28 - $78.03 $1.63 Million - $1.81 Million	23,189 Added 22.02%	128,481 $9.4 Billion
Q4 2022 Apr 21, 2023	BUY	$67.16 - $79.06 $7.07 Million - $8.32 Million	105,292 New	105,292 $7.95 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Dividen Transaction History