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 $1.76 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

71,367

Previous 23,909 198.49%

Holding current value

$1.76 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

610

Shares Held

240M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoder Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yoder Wealth Management, Inc. with notifications on news.

Account

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