Yoder Wealth Management, Inc. Schwab Fundamental U S Broad M Transaction History

Yoder Wealth Management, Inc.

$192 Billion
Q2 2025

A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 73,067 shares of FNDB stock, worth $1.76 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

73,067

Previous 73,217 0.2%

Holding current value

$1.76 Million

Previous $1.68 Billion 4.0%

% of portfolio

0.91%

Previous 0.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$20.36 - $23.98 $3,054 - $3,597	-150 Reduced 0.2%	73,067 $1.75 Billion
Q1 2025 Apr 22, 2025	SELL	$22.52 - $24.48 $69,812 - $75,888	-3,100 Reduced 4.06%	73,217 $1.68 Billion
Q4 2024 Jan 24, 2025	BUY	$23.07 - $70.32 $1.17 Million - $3.56 Million	50,583 Added 196.56%	76,317 $1.78 Billion
Q3 2024 Oct 23, 2024	BUY	$64.17 - $70.37 $962 - $1,055	15 Added 0.06%	25,734 $1.81 Billion
Q2 2024 Jul 23, 2024	SELL	$62.66 - $66.26 $23,184 - $24,516	-370 Reduced 1.42%	25,719 $1.69 Billion
Q1 2024 Apr 19, 2024	BUY	$59.85 - $66.26 $2,992 - $3,313	50 Added 0.19%	26,089 $1.73 Billion
Q4 2023 Feb 02, 2024	SELL	$52.56 - $61.29 $131,400 - $153,225	-2,500 Reduced 8.76%	26,039 $1.59 Billion
Q1 2023 May 15, 2023	BUY	$51.7 - $56.94 $1.48 Million - $1.63 Million	28,539 New	28,539 $1.54 Billion

Others Institutions Holding FNDB

# of Institutions

164

Shares Held

12.1M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S BROAD M

Ticker FNDB
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Yoder Wealth Management, Inc. Schwab Fundamental U S Broad M Transaction History