Schwab Strategic Tr us dividend eq shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 1.0M | 27.30 |
| 2025-06-30 | $25M | 950k | 26.50 |
| 2025-03-31 | $25M | 899k | 27.96 |
| 2024-12-31 | $22M | 815k | 27.32 |
| 2024-09-30 | $20M | 241k | 84.53 |
| 2024-06-30 | $18M | 230k | 77.76 |
| 2024-03-31 | $18M | 228k | 80.63 |
| 2023-12-31 | $16M | 203k | 76.13 |
| 2023-09-30 | $13M | 181k | 70.76 |
| 2023-06-30 | $11M | 149k | 72.62 |
| 2023-03-31 | $9.4M | 129k | 73.16 |
| 2022-12-31 | $8.0M | 105k | 75.54 |
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