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 $6.91 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
240,718
Previous 230,405
4.48%
Holding current value
$6.91 Million
Previous $17.9 Billion
13.57%
% of portfolio
6.77%
Previous 6.62%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$331 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$265 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$257 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$244 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$213 Million0.05% of portfolio