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Yoder Wealth Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Yoder Wealth Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.91M Sell
76,504
-224
-0.3% -$7.99K 1.14% 25
2026
Q1 		$2.49M Hold
76,728
– – 1.13% 28
2025
Q4 		$2.42M Hold
76,728
– – 1.1% 27
2025
Q3 		$2.39M Sell
76,728
-155
-0.2% -$4.71K 1.13% 27
2025
Q2 		$2.2M Sell
76,883
-250
-0.3% -$6.78K 1.15% 28
2025
Q1 		$2.11M Sell
77,133
-100
-0.1% -$2.93K 1.19% 28
2024
Q4 		$2.29M Sell
77,233
-505
-0.6% -$15.4K 1.27% 27
2024
Q3 		$2.32M Sell
77,738
-24
-0% -$690 1.39% 22
2024
Q2 		$2.14M Hold
77,762
– – 1.38% 23
2024
Q1 		$2.22M Buy
77,762
+318
+0.4% +$8.67K 1.45% 23
2023
Q4 		$2.14M Sell
77,444
-338
-0.4% -$8.38K 1.51% 22
2023
Q3 		$1.89M Buy
77,782
+5,568
+8% +$142K 1.56% 20
2023
Q2 		$1.82M Sell
72,214
-1,880
-3% -$45.1K 1.43% 22
2023
Q1 		$1.8M Buy
+74,094
New +$1.85M 1.5% 21

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Yoder Wealth Management's FNDA Position: Q2 2026 in Review

Yoder Wealth Management reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 0.29% in Q2 2026, selling an estimated $7.99K and leaving 76,504 shares worth $2.91M. The position accounts for 1.14% of the portfolio, ranked #25.

Yoder Wealth Management first reported a position in FNDA in Q1 2023 and has held it in 14 quarters since. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Yoder Wealth Management held 76,504 shares of Schwab Fundamental US Small Company Index ETF worth $2.91M as of Q2 2026.
  • Yoder Wealth Management sold 224 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $7.99K.
  • Schwab Fundamental US Small Company Index ETF made up 1.14% of Yoder Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Yoder Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.