Schwab U S Small Cap ETF shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Schwab U S Small Cap ETF
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 22k | 51.50 |
2024-06-30 | $1.1M | 24k | 47.45 |
2024-03-31 | $1.3M | 27k | 49.24 |
2023-12-31 | $1.4M | 29k | 47.24 |
2023-09-30 | $1.5M | 37k | 41.42 |
2023-06-30 | $2.0M | 46k | 43.80 |
2023-03-31 | $2.2M | 53k | 41.93 |
2022-12-31 | $2.7M | 66k | 40.51 |
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