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Yoder Wealth Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yoder Wealth Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Yoder Wealth Management, Inc. held 33,576 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,576 shares
    Change vs previous 13F -3,600 shares

    0.42% of the 13F portfolio, value $1,064,695.

    13F-HR 0001214659-26-008830 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,176 shares
    Change vs previous 13F -765 shares

    0.52% of the 13F portfolio, value $1,140,560.

    13F-HR 0001214659-26-004910 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,941 shares
    Change vs previous 13F -1,500 shares

    0.47% of the 13F portfolio, value $1,040,722.

    13F-HR 0001214659-26-000741 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,441 shares
    Change vs previous 13F -610 shares

    0.51% of the 13F portfolio, value $1,076,739.

    13F-HR 0001214659-25-015191 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,051 shares
    Change vs previous 13F -390 shares

    0.55% of the 13F portfolio, value $1,061,352.

    13F-HR 0001214659-25-010721 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,441 shares
    Change vs previous 13F -320 shares

    0.64% of the 13F portfolio, value $1,130,730.

    13F-HR 0001214659-25-006230 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,761 shares
    Change vs previous 13F +26,794 shares

    0.62% of the 13F portfolio, value $1,113,591.

    13F-HR 0001214659-25-001277 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,967 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,180,631.

    13F-HR 0001214659-24-017832 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).