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 $9.44 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
376,533
Previous 356,691
5.56%
Holding current value
$9.44 Million
Previous $9.3 Billion
7.63%
% of portfolio
2.81%
Previous 2.71%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
897Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio