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

Yoder Wealth Management, Inc.

  • $167 Billion
  • Q3 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 13,967 shares of SCHD stock, worth $381,159. This represents 0.71% of its overall portfolio holdings.

Number of Shares
13,967
Previous 14,110 1.01%
Holding current value
$381,159
Previous $1.1 Billion 7.6%
% of portfolio
0.71%
Previous 0.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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