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

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

Whitaker-Myers Wealth Managers, LTD. held 1,121,047 SCHD 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 1,121,047 shares
    Change vs previous 13F +79,034 shares

    5.94% of the 13F portfolio, value $36,467,662.

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

  2. period ended2026-06-30
    13F 1,042,013 shares
    Change vs previous 13F +61,308 shares

    5.52% of the 13F portfolio, value $33,042,229.

    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 980,705 shares
    Change vs previous 13F +4,748 shares

    6% of the 13F portfolio, value $30,088,029.

    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 975,957 shares
    Change vs previous 13F -40,221 shares

    5.58% of the 13F portfolio, value $26,770,496.

    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 1,016,178 shares
    Change vs previous 13F +66,033 shares

    6.05% of the 13F portfolio, value $27,741,650.

    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 950,145 shares
    Change vs previous 13F +51,041 shares

    6.34% of the 13F portfolio, value $25,178,854.

    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 899,104 shares
    Change vs previous 13F +84,078 shares

    7.05% of the 13F portfolio, value $25,138,936.

    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 815,026 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $22,266,508.

    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).