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

Yoder Wealth Management, Inc.

$181 Billion
Q4 2024

A detailed history of Yoder Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 71,367 shares of FNDX stock, worth $1.74 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

71,367

Previous 23,909 198.49%

Holding current value

$1.74 Million

Previous $1.72 Billion 1.5%

% of portfolio

0.93%

Previous 1.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $1.11 Million - $3.41 Million	47,458 Added 198.49%	71,367 $1.69 Billion
Q3 2024 Oct 23, 2024	SELL	$65.36 - $71.76 $4,575 - $5,023	-70 Reduced 0.29%	23,909 $1.72 Billion
Q2 2024 Jul 23, 2024	SELL	$63.87 - $67.55 $18,011 - $19,049	-282 Reduced 1.16%	23,979 $1.61 Billion
Q1 2024 Apr 19, 2024	SELL	$60.89 - $67.39 $10,838 - $11,995	-178 Reduced 0.73%	24,261 $1.63 Billion
Q4 2023 Feb 02, 2024	SELL	$53.46 - $62.11 $15,236 - $17,701	-285 Reduced 1.15%	24,439 $1.51 Billion
Q3 2023 Oct 18, 2023	SELL	$55.81 - $59.78 $29,858 - $31,982	-535 Reduced 2.12%	24,724 $1.38 Billion
Q2 2023 Aug 04, 2023	SELL	$53.84 - $57.58 $769,912 - $823,394	-14,300 Reduced 36.15%	25,259 $1.45 Billion
Q1 2023 May 15, 2023	BUY	$52.49 - $57.54 $2.08 Million - $2.28 Million	39,559 New	39,559 $2.17 Billion

Others Institutions Holding FNDX

# of Institutions

626

Shares Held

516M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Yoder Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History