Yoder Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Yoder Wealth Management, Inc.

$181 Billion
Q4 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 40,761 shares of SCHD stock, worth $1.13 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

40,761

Previous 13,967 191.84%

Holding current value

$1.13 Million

Previous $1.18 Billion 5.68%

% of portfolio

0.62%

Previous 0.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $721,562 - $2.28 Million	26,794 Added 191.84%	40,761 $1.11 Billion
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $11,013 - $12,163	-143 Reduced 1.01%	13,967 $1.18 Billion
Q1 2024 Apr 19, 2024	SELL	$75.25 - $80.63 $37,625 - $40,315	-500 Reduced 3.42%	14,110 $1.14 Billion
Q4 2023 Feb 02, 2024	SELL	$66.9 - $76.32 $24,753 - $28,238	-370 Reduced 2.47%	14,610 $1.11 Billion
Q3 2023 Oct 18, 2023	SELL	$70.63 - $75.66 $10,947 - $11,727	-155 Reduced 1.02%	14,980 $1.06 Billion
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $1.06 Million - $1.18 Million	15,135 New	15,135 $1.11 Billion

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Yoder Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History