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Whitaker-Myers Wealth Managers, LTD.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on SCHA, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 25,895 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,895 shares
    Change vs previous 13F +122 shares

    0.14% of the 13F portfolio, value $844,952.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,773 shares
    Change vs previous 13F -98 shares

    0.16% of the 13F portfolio, value $931,189.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 25,871 shares
    Change vs previous 13F -256 shares

    0.15% of the 13F portfolio, value $752,338.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 26,127 shares
    Change vs previous 13F -2,909 shares

    0.16% of the 13F portfolio, value $744,097.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 29,036 shares
    Change vs previous 13F -6,032 shares

    0.18% of the 13F portfolio, value $810,108.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 35,068 shares
    Change vs previous 13F -4,147 shares

    0.22% of the 13F portfolio, value $887,211.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 39,215 shares
    Change vs previous 13F -1,145 shares

    0.26% of the 13F portfolio, value $918,797.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 40,360 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,043,721.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).