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 $6.98 Million. This represents 6.77% of its overall portfolio holdings.

Number of Shares
240,718
Previous 230,405 4.48%
Holding current value
$6.98 Million
Previous $17.9 Billion 13.57%
% of portfolio
6.77%
Previous 6.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,734
Shares Held
271M
Call Options Held
1.7M
Put Options Held
736K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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