Yoder Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
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 14,110 shares of SCHD stock, worth $1.19 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
14,110
Previous 14,110
-0.0%
Holding current value
$1.19 Million
Previous $1.14 Billion
3.56%
% of portfolio
0.71%
Previous 0.74%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,661Shares Held
274MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$946 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$861 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$757 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$700 Million4.66% of portfolio