YWM
Yoder Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
76,883
-250
| -0.3% | -$7.16K | 1.15% | 28 |
|
|
2025
Q1 | $2.11M | Sell |
77,133
-100
| -0.1% | -$2.74K | 1.19% | 28 |
|
|
2024
Q4 | $2.29M | Buy |
77,233
+38,364
| +99% | +$1.14M | 1.27% | 27 |
|
|
2024
Q3 | $2.32M | Sell |
38,869
-12
| -0% | -$715 | 1.39% | 22 |
|
|
2024
Q2 | $2.14M | Hold |
38,881
| – | – | 1.38% | 23 |
|
|
2024
Q1 | $2.22M | Buy |
38,881
+159
| +0.4% | +$9.07K | 1.45% | 23 |
|
|
2023
Q4 | $2.14M | Sell |
38,722
-169
| -0.4% | -$9.35K | 1.51% | 22 |
|
|
2023
Q3 | $1.89M | Buy |
38,891
+2,784
| +8% | +$135K | 1.56% | 20 |
|
|
2023
Q2 | $1.82M | Sell |
36,107
-940
| -3% | -$47.4K | 1.43% | 22 |
|
|
2023
Q1 | $1.8M | Buy |
+37,047
| New | +$1.8M | 1.5% | 21 |
|