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Yoder Wealth Management, Inc.: SCHH position timeline

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

Yoder Wealth Management, Inc. held 38,779 SCHH 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 38,779 shares
    Change vs previous 13F -9,523 shares

    0.36% of the 13F portfolio, value $918,287.

    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 48,302 shares
    Change vs previous 13F +1,709 shares

    0.47% of the 13F portfolio, value $1,038,010.

    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 46,593 shares
    Change vs previous 13F +12,941 shares

    0.44% of the 13F portfolio, value $973,328.

    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 33,652 shares
    Change vs previous 13F +4,490 shares

    0.34% of the 13F portfolio, value $725,874.

    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 29,162 shares
    Change vs previous 13F +888 shares

    0.32% of the 13F portfolio, value $617,068.

    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 28,274 shares
    Change vs previous 13F +725 shares

    0.34% of the 13F portfolio, value $608,174.

    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 27,549 shares
    Change vs previous 13F +5,475 shares

    0.32% of the 13F portfolio, value $580,182.

    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 22,074 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $511,455.

    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).