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

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 47,311 shares of SCHB stock, worth $1.22 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
47,311
Previous 47,816 1.06%
Holding current value
$1.22 Million
Previous $1.03 Billion 9.51%
% of portfolio
0.28%
Previous 0.29%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$19.1 - $23.83 $9,645 - $12,034
-505 Reduced 1.06%
47,311 $1.13 Billion
Q1 2025

Apr 14, 2025
BUY
$21.23 - $23.75 $8,704 - $9,737
410 Added 0.86%
47,816 $1.03 Billion
Q4 2024

Jan 15, 2025
BUY
$22.01 - $66.82 $693,270 - $2.1 Million
31,498 Added 198.0%
47,406 $1.08 Billion
Q3 2024

Oct 18, 2024
BUY
$59.93 - $66.52 $4,494 - $4,989
75 Added 0.47%
15,908 $1.06 Billion
Q1 2024

Apr 12, 2024
BUY
$54.61 - $61.05 $2,675 - $2,991
49 Added 0.31%
15,833 $967 Million
Q4 2023

Jan 12, 2024
SELL
$47.61 - $55.91 $11,712 - $13,753
-246 Reduced 1.53%
15,784 $879 Million
Q3 2023

Oct 05, 2023
BUY
$49.59 - $53.57 $3,024 - $3,267
61 Added 0.38%
16,030 $799 Million
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $1,600 - $1,757
34 Added 0.21%
15,969 $826 Million
Q1 2023

Apr 21, 2023
SELL
$44.47 - $49.23 $19,477 - $21,562
-438 Reduced 2.68%
15,935 $762 Million
Q4 2022

Apr 21, 2023
BUY
$41.94 - $47.81 $686,683 - $782,793
16,373 New
16,373 $734 Million

Others Institutions Holding SCHB

# of Institutions
1,349
Shares Held
569M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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