Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 21,811 shares of SCHA stock, worth $567,522. This represents 0.37% of its overall portfolio holdings.
Number of Shares
21,811
Previous 23,572
7.47%
Holding current value
$567,522
Previous $1.12 Billion
0.43%
% of portfolio
0.37%
Previous 0.41%
Shares
8 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$576 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$320 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$274 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$190 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$77.9 Million0.34% of portfolio