Yukon Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Yukon Wealth Management, Inc.
- $241 Billion
- Q1 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 443,335 shares of SCHD stock, worth $11.4 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
443,335Holding current value
$11.4 Million% of portfolio
5.15%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio