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 376,533 shares of SCHV stock, worth $10.2 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
376,533
Previous 356,691 5.56%
Holding current value
$10.2 Million
Previous $9.3 Billion 7.63%
% of portfolio
2.81%
Previous 2.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
923
Shares Held
335M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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