Yoder Wealth Management, Inc. Schwab Fundamental U S Small 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 Small C stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 77,233 shares of FNDA stock, worth $2.17 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

77,233

Previous 38,869 98.7%

Holding current value

$2.17 Million

Previous $2.32 Billion 0.93%

% of portfolio

1.27%

Previous 1.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$29.26 - $59.11 $1.12 Million - $2.27 Million	38,364 Added 98.7%	77,233 $2.29 Billion
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

# of Institutions

471

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Yoder Wealth Management, Inc. Schwab Fundamental U S Small C Transaction History