Whitaker-Myers Wealth Managers, LTD. SCHD Holdings History
Whitaker-Myers Wealth Managers, LTD.'s Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Whitaker-Myers Wealth Managers, LTD. held 950,145.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $25.18 Mil. This investment constitutes 6.34% of their stock portfolio, and Whitaker-Myers Wealth Managers, LTD. now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2023Q1. And since then Whitaker-Myers Wealth Managers, LTD. has made 10 purchases of SCHD, at an average price of $38.72, for a total of 950,145.00 shares. Based on historical transaction data and SCHD's current price of $26.87, Whitaker-Myers Wealth Managers, LTD.'s estimated gain on his SCHD holdings is $-11.26 Mil, reflecting a -30.61% gain to date.
Whitaker-Myers Wealth Managers, LTD. SCHD ($26.87) Holding Chart
Whitaker-Myers Wealth Managers, LTD. SCHD ($26.87) 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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