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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Yoder Wealth Management's FNDA Position: Q1 2026 in Review

Yoder Wealth Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 76,728 shares worth $2.49M. The position accounts for 1.13% of the portfolio, ranked #28.

Yoder Wealth Management first reported a position in FNDA in Q1 2023 and has held it in 13 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Yoder Wealth Management held 76,728 shares of Schwab Fundamental US Small Company Index ETF worth $2.49M as of Q1 2026.
Yoder Wealth Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up 1.13% of Yoder Wealth Management's portfolio in Q1 2026, its #28 holding.
Yoder Wealth Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2023 and has held it in 13 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.