Whitaker-Myers Wealth Managers, LTD. SCHG Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 494,318.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $14.44 Mil. This investment constitutes 3.64% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.03% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 7 purchases of SCHG, at an average price of $35.59, for a total of 513,267.00 shares. In addition, there have been 3 sales at an average price of $75.00 for 18,949.00 shares. Based on historical transaction data and SCHG's current price of $30.06, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his SCHG holdings is $-1.98 Mil, reflecting a -10.87% gain to date.
Whitaker-Myers Wealth Managers, LTD. SCHG ($30.06) Holding Chart
Whitaker-Myers Wealth Managers, LTD. SCHG ($30.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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