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 $6.96 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
240,718
Previous 230,405
4.48%
Holding current value
$6.96 Million
Previous $17.9 Billion
13.57%
% of portfolio
6.77%
Previous 6.62%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,727Shares Held
269MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.5MShares$333 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.27MShares$268 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$258 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$239 Million4.66% of portfolio
-
Bank Of America Corp Charlotte, NC7.59MShares$219 Million0.05% of portfolio