Schwab Strategic Tr cmn shares owned by Whitaker-Myers Wealth Managers
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Whitaker-Myers Wealth Managers
from 13F filings
Historical chart of Whitaker-Myers Wealth Managers investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Whitaker-Myers Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 517k | 29.11 |
| 2025-06-30 | $14M | 488k | 27.67 |
| 2025-03-31 | $10M | 377k | 26.58 |
| 2024-12-31 | $9.3M | 357k | 26.07 |
| 2024-09-30 | $7.6M | 94k | 80.37 |
| 2024-06-30 | $5.9M | 80k | 74.08 |
| 2024-03-31 | $548k | 7.2k | 75.98 |
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