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 $1.17 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
38,869
Previous 38,881 0.03%
Holding current value
$1.17 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
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