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

Yoder Wealth Management, Inc.

$154 Billion
Q2 2024

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 25,719 shares of FNDB stock, worth $1.75 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

25,719

Previous 26,089 1.42%

Holding current value

$1.75 Million

Previous $1.73 Billion 2.43%

% of portfolio

1.09%

Previous 1.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

137

Shares Held

3.79M

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