Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 40,360 shares of SCHA stock, worth $1.09 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

40,360

Previous 21,811 85.04%

Holding current value

$1.09 Million

Previous $1.12 Billion 7.08%

% of portfolio

0.3%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.33 - $51.16 $469,846 - $948,966	18,549 Added 85.04%	40,360 $1.04 Billion
Q3 2024 Oct 18, 2024	SELL	$46.9 - $51.96 $82,590 - $91,501	-1,761 Reduced 7.47%	21,811 $1.12 Billion
Q2 2024 Jul 26, 2024	SELL	$45.24 - $49.04 $148,884 - $161,390	-3,291 Reduced 12.25%	23,572 $1.12 Billion
Q1 2024 Apr 12, 2024	SELL	$44.84 - $49.24 $97,347 - $106,900	-2,171 Reduced 7.48%	26,863 $1.32 Billion
Q4 2023 Jan 12, 2024	SELL	$38.13 - $48.02 $317,966 - $400,438	-8,339 Reduced 22.31%	29,034 $1.37 Billion
Q3 2023 Oct 05, 2023	SELL	$40.85 - $46.1 $356,375 - $402,176	-8,724 Reduced 18.93%	37,373 $1.55 Billion
Q2 2023 Jul 13, 2023	SELL	$39.91 - $43.82 $275,259 - $302,226	-6,897 Reduced 13.01%	46,097 $2.02 Billion
Q1 2023 Apr 21, 2023	SELL	$39.82 - $46.36 $523,911 - $609,958	-13,157 Reduced 19.89%	52,994 $2.22 Billion
Q4 2022 Apr 21, 2023	BUY	$38.25 - $43.54 $2.53 Million - $2.88 Million	66,151 New	66,151 $2.68 Billion

Others Institutions Holding SCHA

# of Institutions

1,148

Shares Held

158M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Small C Transaction History