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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

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Quarterly 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