Yoder Wealth Management, Inc.
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1973967
WALNUT CREEK, CA
Position in FNDA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,488,289
+$70,590 QoQ
Shares Held
76,728
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||