Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History

Yoder Wealth Management, Inc.

$178 Billion
Q1 2025

A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 77,133 shares of FNDA stock, worth $2.13 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

77,133

Previous 77,233 0.13%

Holding current value

$2.13 Million

Previous $2.29 Billion 7.9%

% of portfolio

1.19%

Previous 1.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$26.87 - $30.99 $2,687 - $3,099	-100 Reduced 0.13%	77,133 $2.11 Billion
Q4 2024 Jan 24, 2025	BUY	$29.26 - $59.11 $1.12 Million - $2.27 Million	38,364 Added 98.7%	77,233 $2.29 Billion
Q3 2024 Oct 23, 2024	SELL	$54.26 - $60.01 $651 - $720	-12 Reduced 0.03%	38,869 $2.32 Billion
Q1 2024 Apr 19, 2024	BUY	$52.35 - $57.03 $8,323 - $9,067	159 Added 0.41%	38,881 $2.22 Billion
Q4 2023 Feb 02, 2024	SELL	$44.98 - $56.11 $7,601 - $9,482	-169 Reduced 0.43%	38,722 $2.14 Billion
Q3 2023 Oct 18, 2023	BUY	$47.76 - $53.58 $132,963 - $149,166	2,784 Added 7.71%	38,891 $1.89 Billion
Q2 2023 Aug 04, 2023	SELL	$46.06 - $50.45 $43,296 - $47,423	-940 Reduced 2.54%	36,107 $1.82 Billion
Q1 2023 May 15, 2023	BUY	$46.21 - $53.63 $1.71 Million - $1.99 Million	37,047 New	37,047 $1.8 Billion

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History