Yukon Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Yukon Wealth Management, Inc.
- $280 Billion
- Q2 2025
A detailed history of Yukon Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Yukon Wealth Management, Inc. holds 485,603 shares of SCHD stock, worth $13 Million. This represents 4.6% of its overall portfolio holdings.
Number of Shares
485,603
Previous 443,335
9.53%
Holding current value
$13 Million
Previous $12.4 Billion
3.81%
% of portfolio
4.6%
Previous 5.15%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,002Shares Held
899MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.03 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$881 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$860 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$789 Million4.98% of portfolio