YWM
FNDB icon

Yoder Wealth Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Yoder Wealth Management’s Portfolio FNDB Stock Details FNDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.97M Sell
72,592
-55
-0.1% -$1.52K 0.9% 38
2025
Q4 		$1.93M Sell
72,647
-420
-0.6% -$11K 0.88% 39
2025
Q3 		$1.88M Hold
73,067
– – 0.89% 37
2025
Q2 		$1.75M Sell
73,067
-150
-0.2% -$3.41K 0.91% 35
2025
Q1 		$1.68M Sell
73,217
-3,100
-4% -$73.4K 0.95% 36
2024
Q4 		$1.78M Sell
76,317
-885
-1% -$21.1K 0.98% 32
2024
Q3 		$1.81M Buy
77,202
+45
+0.1% +$1.02K 1.09% 29
2024
Q2 		$1.69M Sell
77,157
-1,110
-1% -$24K 1.09% 28
2024
Q1 		$1.73M Buy
78,267
+150
+0.2% +$3.13K 1.13% 27
2023
Q4 		$1.59M Sell
78,117
-7,500
-9% -$142K 1.12% 27
2023
Q3 		$1.57M Hold
85,617
– – 1.3% 25
2023
Q2 		$1.62M Hold
85,617
– – 1.28% 23
2023
Q1 		$1.54M Buy
+85,617
New +$1.55M 1.28% 25

Other funds holding FNDB

AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $586M AUM 20.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return