Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Large C Transaction History

Whitaker Myers Wealth Managers, Ltd.

$357 Billion
Q1 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 391,903 shares of SCHG stock, worth $9.96 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

391,903

Previous 376,576 4.07%

Holding current value

$9.96 Million

Previous $10.5 Billion 6.5%

% of portfolio

2.75%

Previous 3.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$24.91 - $29.02 $381,795 - $444,789	15,327 Added 4.07%	391,903 $9.81 Billion
Q4 2024 Jan 15, 2025	BUY	$25.93 - $105.3 $7.75 Million - $31.5 Million	298,737 Added 383.79%	376,576 $10.5 Billion
Q3 2024 Oct 18, 2024	BUY	$92.63 - $105.69 $918,055 - $1.05 Million	9,911 Added 14.59%	77,839 $8.11 Billion
Q2 2024 Jul 26, 2024	BUY	$87.04 - $101.61 $4.92 Million - $5.75 Million	56,561 Added 497.59%	67,928 $6.85 Billion
Q1 2024 Apr 12, 2024	BUY	$80.6 - $93.32 $159,426 - $184,586	1,978 Added 21.07%	11,367 $1.05 Billion
Q4 2023 Jan 12, 2024	SELL	$70.08 - $83.37 $138,898 - $165,239	-1,982 Reduced 17.43%	9,389 $779 Million
Q3 2023 Oct 05, 2023	SELL	$71.99 - $78.02 $1.12 Million - $1.21 Million	-15,549 Reduced 57.76%	11,371 $827 Million
Q2 2023 Jul 13, 2023	SELL	$63.6 - $74.95 $90,184 - $106,279	-1,418 Reduced 5.0%	26,920 $2.02 Billion
Q1 2023 Apr 21, 2023	BUY	$54.19 - $65.17 $136,558 - $164,228	2,520 Added 9.76%	28,338 $1.85 Billion
Q4 2022 Apr 21, 2023	BUY	$54.31 - $60.76 $1.4 Million - $1.57 Million	25,818 New	25,818 $1.43 Billion

Others Institutions Holding SCHG

# of Institutions

1,491

Shares Held

709M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Large C Transaction History