Yoder Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Yoder Wealth Management, Inc.

$181 Billion
Q4 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 27,549 shares of SCHH stock, worth $586,242. This represents 0.32% of its overall portfolio holdings.

Number of Shares

27,549

Previous 22,074 24.8%

Holding current value

$586,242

Previous $511 Million 13.44%

% of portfolio

0.32%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$20.55 - $23.26 $112,511 - $127,348	5,475 Added 24.8%	27,549 $580 Million
Q3 2024 Oct 23, 2024	BUY	$19.78 - $23.53 $19,067 - $22,682	964 Added 4.57%	22,074 $511 Million
Q2 2024 Jul 23, 2024	BUY	$18.53 - $20.2 $13,897 - $15,150	750 Added 3.68%	21,110 $422 Million
Q1 2024 Apr 19, 2024	SELL	$19.39 - $20.93 $257,537 - $277,992	-13,282 Reduced 39.48%	20,360 $413 Million
Q4 2023 Feb 02, 2024	SELL	$16.76 - $20.95 $133,744 - $167,181	-7,980 Reduced 19.17%	33,642 $697 Million
Q3 2023 Oct 18, 2023	BUY	$17.52 - $20.27 $161,043 - $186,321	9,192 Added 28.34%	41,622 $739 Million
Q2 2023 Aug 04, 2023	SELL	$18.34 - $19.64 $4,108 - $4,399	-224 Reduced 0.69%	32,430 $633 Million
Q1 2023 May 15, 2023	BUY	$18.01 - $21.78 $588,098 - $711,204	32,654 New	32,654 $637 Million

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

Yoder Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History