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 38,869 shares of FNDA stock, worth $1.23 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
38,869
Previous 38,881 0.03%
Holding current value
$1.23 Million
Previous $2.14 Billion 8.43%
% of portfolio
1.39%
Previous 1.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Yoder Wealth Management, Inc. Portfolio

Follow Yoder Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.