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

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 40,360 shares of SCHA stock, worth $975,904. This represents 0.3% of its overall portfolio holdings.

Number of Shares

40,360

Previous 21,811 85.04%

Holding current value

$975,904

Previous $1.12 Billion 7.08%

% of portfolio

0.3%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$25.33 - $51.16 $469,846 - $948,966	18,549 Added 85.04%	40,360 $1.04 Billion
Q3 2024 Oct 18, 2024	SELL	$46.9 - $51.96 $82,590 - $91,501	-1,761 Reduced 7.47%	21,811 $1.12 Billion
Q2 2024 Jul 26, 2024	SELL	$45.24 - $49.04 $148,884 - $161,390	-3,291 Reduced 12.25%	23,572 $1.12 Billion
Q1 2024 Apr 12, 2024	SELL	$44.84 - $49.24 $97,347 - $106,900	-2,171 Reduced 7.48%	26,863 $1.32 Billion
Q4 2023 Jan 12, 2024	SELL	$38.13 - $48.02 $317,966 - $400,438	-8,339 Reduced 22.31%	29,034 $1.37 Billion
Q3 2023 Oct 05, 2023	SELL	$40.85 - $46.1 $356,375 - $402,176	-8,724 Reduced 18.93%	37,373 $1.55 Billion
Q2 2023 Jul 13, 2023	SELL	$39.91 - $43.82 $275,259 - $302,226	-6,897 Reduced 13.01%	46,097 $2.02 Billion
Q1 2023 Apr 21, 2023	SELL	$39.82 - $46.36 $523,911 - $609,958	-13,157 Reduced 19.89%	52,994 $2.22 Billion
Q4 2022 Apr 21, 2023	BUY	$38.25 - $43.54 $2.53 Million - $2.88 Million	66,151 New	66,151 $2.68 Billion

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Account

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