Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Whitaker Myers Wealth Managers, Ltd.

$301 Billion
Q3 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 15,908 shares of SCHB stock, worth $370,338. This represents 0.35% of its overall portfolio holdings.

Number of Shares

15,908

Previous 15,833 0.47%

Holding current value

$370,338

Previous $995 Million 6.31%

% of portfolio

0.35%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$59.93 - $66.52 $4,494 - $4,989	75 Added 0.47%	15,908 $1.06 Billion
Q1 2024 Apr 12, 2024	BUY	$54.61 - $61.05 $2,675 - $2,991	49 Added 0.31%	15,833 $967 Million
Q4 2023 Jan 12, 2024	SELL	$47.61 - $55.91 $11,712 - $13,753	-246 Reduced 1.53%	15,784 $879 Million
Q3 2023 Oct 05, 2023	BUY	$49.59 - $53.57 $3,024 - $3,267	61 Added 0.38%	16,030 $799 Million
Q2 2023 Jul 13, 2023	BUY	$47.08 - $51.7 $1,600 - $1,757	34 Added 0.21%	15,969 $826 Million
Q1 2023 Apr 21, 2023	SELL	$44.47 - $49.23 $19,477 - $21,562	-438 Reduced 2.68%	15,935 $762 Million
Q4 2022 Apr 21, 2023	BUY	$41.94 - $47.81 $686,683 - $782,793	16,373 New	16,373 $734 Million

Others Institutions Holding SCHB

# of Institutions

1,183

Shares Held

167M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Whitaker Myers Wealth Managers, Ltd. Schwab Strategic Tr Us Broad M Transaction History