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

Yoder Wealth Management, Inc.

$178 Billion
Q1 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 40,441 shares of SCHD stock, worth $1.06 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

40,441

Previous 40,761 0.79%

Holding current value

$1.06 Million

Previous $1.11 Billion 1.54%

% of portfolio

0.64%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$27.01 - $28.54 $8,643 - $9,132	-320 Reduced 0.79%	40,441 $1.13 Billion
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

1,996

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

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