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

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

Whitaker-Myers Wealth Managers, LTD. held 41,914 SCHB 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 41,914 shares
    Change vs previous 13F -3,325 shares

    0.2% of the 13F portfolio, value $1,228,491.

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

  2. period ended2026-06-30
    13F 45,239 shares
    Change vs previous 13F -760 shares

    0.22% of the 13F portfolio, value $1,310,111.

    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 45,999 shares
    Change vs previous 13F -1,357 shares

    0.23% of the 13F portfolio, value $1,154,569.

    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 47,356 shares
    Change vs previous 13F +103 shares

    0.26% of the 13F portfolio, value $1,242,145.

    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 47,253 shares
    Change vs previous 13F -58 shares

    0.26% of the 13F portfolio, value $1,214,874.

    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 47,311 shares
    Change vs previous 13F -505 shares

    0.28% of the 13F portfolio, value $1,127,418.

    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 47,816 shares
    Change vs previous 13F +410 shares

    0.29% of the 13F portfolio, value $1,029,486.

    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 47,406 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,076,118.

    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).