WMWM
Whitaker-Myers Wealth Managers’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
488,069
+111,536
| +30% | +$3.09M | 3.4% | 12 |
|
|
2025
Q1 | $10M | Buy |
376,533
+19,842
| +6% | +$527K | 2.81% | 13 |
|
|
2024
Q4 | $9.3M | Buy |
356,691
+262,560
| +279% | +$6.84M | 2.71% | 13 |
|
|
2024
Q3 | $7.57M | Buy |
94,131
+14,074
| +18% | +$1.13M | 2.52% | 14 |
|
|
2024
Q2 | $5.93M | Buy |
80,057
+72,845
| +1,010% | +$5.4M | 2.19% | 14 |
|
|
2024
Q1 | $548K | Buy |
+7,212
| New | +$548K | 0.23% | 56 |
|