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 Q2	$2.21M	Hold	72,592	–	–	0.86%	37
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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Yoder Wealth Management held its Schwab Fundamental US Broad Market Index ETF (FNDB) position steady in Q2 2026 at 72,592 shares worth $2.21M. The position accounts for 0.86% of the portfolio, ranked #37.

Yoder Wealth Management first reported a position in FNDB in Q1 2023 and has held it in 14 quarters since. 173 funds tracked by Wall St. Rank hold FNDB as of Q2 2026.

Yoder Wealth Management held 72,592 shares of Schwab Fundamental US Broad Market Index ETF worth $2.21M as of Q2 2026.
Yoder Wealth Management left its Schwab Fundamental US Broad Market Index ETF share count unchanged in Q2 2026.
Schwab Fundamental US Broad Market Index ETF made up 0.86% of Yoder Wealth Management's portfolio in Q2 2026, its #37 holding.
Yoder Wealth Management first reported a position in Schwab Fundamental US Broad Market Index ETF in Q1 2023 and has held it in 14 quarters since.
173 funds tracked by Wall St. Rank held Schwab Fundamental US Broad Market Index ETF as of Q2 2026.

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