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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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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
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

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
SCS Capital Management
Rebalance
Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Callan Capital
Retirement Planning Group
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF