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

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

Whitaker-Myers Wealth Managers, LTD. held 384,995 SCHG 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 384,995 shares
    Change vs previous 13F -194,320 shares

    2.25% of the 13F portfolio, value $13,832,868.

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

  2. period ended2026-06-30
    13F 579,315 shares
    Change vs previous 13F +6,911 shares

    3.27% of the 13F portfolio, value $19,604,028.

    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 572,404 shares
    Change vs previous 13F +41,820 shares

    3.32% of the 13F portfolio, value $16,674,118.

    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 530,584 shares
    Change vs previous 13F +22,771 shares

    3.61% of the 13F portfolio, value $17,307,652.

    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 507,813 shares
    Change vs previous 13F +13,495 shares

    3.53% of the 13F portfolio, value $16,204,328.

    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 494,318 shares
    Change vs previous 13F +102,415 shares

    3.64% of the 13F portfolio, value $14,439,019.

    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 391,903 shares
    Change vs previous 13F +15,327 shares

    2.75% of the 13F portfolio, value $9,813,258.

    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 376,576 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $10,495,165.

    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).