Schwab U S Broad Market ETF shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 47k | 25.71 |
| 2025-06-30 | $1.1M | 47k | 23.83 |
| 2025-03-31 | $1.0M | 48k | 21.53 |
| 2024-12-31 | $1.1M | 47k | 22.70 |
| 2024-09-30 | $1.1M | 16k | 66.52 |
| 2024-06-30 | $995k | 16k | 62.87 |
| 2024-03-31 | $967k | 16k | 61.05 |
| 2023-12-31 | $879k | 16k | 55.67 |
| 2023-09-30 | $799k | 16k | 49.85 |
| 2023-06-30 | $826k | 16k | 51.70 |
| 2023-03-31 | $763k | 16k | 47.85 |
| 2022-12-31 | $734k | 16k | 44.81 |
More positions owned by Whitaker-Myers Wealth Managers
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