Yoder Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Yoder Wealth Management, Inc.
- $211 Billion
- Q3 2025
A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 39,441 shares of SCHD stock, worth $1.07 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
39,441
Previous 40,051
1.52%
Holding current value
$1.07 Million
Previous $1.06 Billion
1.45%
% of portfolio
0.51%
Previous 0.55%
Shares
9 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio