Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Large C Transaction History
Whitaker Myers Wealth Managers, Ltd.
- $271 Billion
- Q2 2024
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 80,057 shares of SCHV stock, worth $6.41 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
80,057
Previous 7,212
1010.05%
Holding current value
$6.41 Million
Previous $548 Million
982.33%
% of portfolio
2.19%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
804Shares Held
105MCall Options Held
3.2KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$1.49 Billion3.08% of portfolio
-
Sei Investments CO Oaks, PA11.5MShares$921 Million1.23% of portfolio
-
Mather Group, Llc. Chicago, IL11.1MShares$891 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.46MShares$357 Million0.81% of portfolio
-
Envestnet Asset Management Inc4.02MShares$322 Million0.11% of portfolio