YWM
Yoder Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
40,051
-390
| -1% | -$10.3K | 0.55% | 47 |
|
|
2025
Q1 | $1.13M | Sell |
40,441
-320
| -0.8% | -$8.95K | 0.64% | 41 |
|
|
2024
Q4 | $1.11M | Buy |
40,761
+26,794
| +192% | +$732K | 0.62% | 43 |
|
|
2024
Q3 | $1.18M | Sell |
13,967
-143
| -1% | -$12.1K | 0.71% | 40 |
|
|
2024
Q2 | $1.1M | Hold |
14,110
| – | – | 0.71% | 39 |
|
|
2024
Q1 | $1.14M | Sell |
14,110
-500
| -3% | -$40.3K | 0.74% | 35 |
|
|
2023
Q4 | $1.11M | Sell |
14,610
-370
| -2% | -$28.2K | 0.78% | 33 |
|
|
2023
Q3 | $1.06M | Sell |
14,980
-155
| -1% | -$11K | 0.87% | 30 |
|
|
2023
Q2 | $1.1M | Hold |
15,135
| – | – | 0.87% | 31 |
|
|
2023
Q1 | $1.11M | Buy |
+15,135
| New | +$1.11M | 0.92% | 31 |
|