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 $11.6 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
443,335Holding current value
$11.6 Million% of portfolio
5.15%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,998Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio