Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 488,069 shares of SCHV stock, worth $13.7 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

488,069

Previous 376,533 29.62%

Holding current value

$13.7 Million

Previous $10 Billion 34.94%

% of portfolio

3.4%

Previous 2.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$23.55 - $27.67 $2.63 Million - $3.09 Million	111,536 Added 29.62%	488,069 $13.5 Billion
Q1 2025 Apr 14, 2025	BUY	$25.77 - $27.6 $511,328 - $547,639	19,842 Added 5.56%	376,533 $10 Billion
Q4 2024 Jan 15, 2025	BUY	$25.79 - $80.4 $6.77 Million - $21.1 Million	262,560 Added 278.93%	356,691 $9.3 Billion
Q3 2024 Oct 18, 2024	BUY	$73.43 - $80.37 $1.03 Million - $1.13 Million	14,074 Added 17.58%	94,131 $7.57 Billion
Q2 2024 Jul 26, 2024	BUY	$71.74 - $75.86 $5.23 Million - $5.53 Million	72,845 Added 1010.05%	80,057 $5.93 Billion
Q1 2024 Apr 12, 2024	BUY	$68.82 - $75.98 $496,329 - $547,967	7,212 New	7,212 $548 Million

Others Institutions Holding SCHV

# of Institutions

957

Shares Held

336M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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