Yoder Wealth Management, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Yoder Wealth Management, Inc.
- $153 Billion
- Q1 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 20,360 shares of SCHH stock, worth $404,146. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,360
Previous 33,642
39.48%
Holding current value
$404,146
Previous $697 Million
40.68%
% of portfolio
0.27%
Previous 0.49%
Shares
5 transactions
Others Institutions Holding SCHH
# of Institutions
505Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$565 Million0.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$543 Million0.13% of portfolio
-
Us Bancorp \De\26.1MShares$518 Million0.74% of portfolio