Yukon Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History
Yukon Wealth Management, Inc.
- $305 Billion
- Q3 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 526,416 shares of SCHD stock, worth $14.3 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
526,416
Previous 485,603
8.4%
Holding current value
$14.3 Million
Previous $12.9 Billion
11.68%
% of portfolio
4.71%
Previous 4.6%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,057Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio