Yoder Wealth Management, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1973967
WALNUT CREEK, CA
All Filings in FNDA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,742 | 76,504 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,488,289 | 76,728 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,417,699 | 76,728 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,390,844 | 76,728 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,202,697 | 76,883 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,112,672 | 77,133 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,293,820 | 77,233 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,315,426 | 38,869 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,135,344 | 38,881 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,217,383 | 38,881 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,143,262 | 38,722 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,885,824 | 38,891 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,821,598 | 36,107 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,803,077 | 37,047 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||