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Schwab Strategic Tr us dividend eq shares owned by Yoder Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Yoder Wealth Management from 13F filings

Historical chart of Yoder Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 14k 84.53
2024-06-30 $1.1M 14k 77.76
2024-03-31 $1.1M 14k 80.63
2023-12-31 $1.1M 15k 76.13
2023-09-30 $1.1M 15k 70.76
2023-06-30 $1.1M 15k 72.62
2023-03-31 $1.1M 15k 73.16

More positions owned by Yoder Wealth Management

Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Airbnb Com Cl A (ABNB)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Yoder Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq