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

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

Whitaker-Myers Wealth Managers, LTD. held 379,462 SCHV 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 379,462 shares
    Change vs previous 13F -196,931 shares

    2.06% of the 13F portfolio, value $12,639,882.

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

  2. period ended2026-06-30
    13F 576,393 shares
    Change vs previous 13F -957 shares

    3.35% of the 13F portfolio, value $20,064,234.

    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 577,350 shares
    Change vs previous 13F +24,020 shares

    3.51% of the 13F portfolio, value $17,609,183.

    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 553,330 shares
    Change vs previous 13F +36,507 shares

    3.42% of the 13F portfolio, value $16,384,098.

    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 516,823 shares
    Change vs previous 13F +28,754 shares

    3.28% of the 13F portfolio, value $15,044,721.

    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 488,069 shares
    Change vs previous 13F +111,536 shares

    3.4% of the 13F portfolio, value $13,504,875.

    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 376,533 shares
    Change vs previous 13F +19,842 shares

    2.81% of the 13F portfolio, value $10,008,251.

    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 356,691 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $9,298,939.

    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).