Whitaker-Myers Wealth Managers, LTD. SCHV Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 488,069.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $13.50 Mil. This investment constitutes 3.4% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.11% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 6 purchases of SCHV, at an average price of $33.99, for a total of 488,069.00 shares. Based on historical transaction data and SCHV's current price of $27.96, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his SCHV holdings is $-2.94 Mil, reflecting a -17.73% gain to date.
Whitaker-Myers Wealth Managers, LTD. SCHV ($27.96) Holding Chart
Whitaker-Myers Wealth Managers, LTD. SCHV ($27.96) 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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