Yoder Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

Yoder Wealth Management’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$432K	Hold	9,350	–	–	0.2%	73
2025 Q4	$415K	Sell	9,350 -1,600	-15%	-$71.1K	0.19%	75
2025 Q3	$486K	Sell	10,950 -230	-2%	-$10K	0.23%	70
2025 Q2	$469K	Sell	11,180 -2,512	-18%	-$97.4K	0.24%	66
2025 Q1	$495K	Sell	13,692 -989	-7%	-$35.2K	0.28%	63
2024 Q4	$501K	Sell	14,681 -2,170	-13%	-$77.9K	0.28%	62
2024 Q3	$642K	Sell	16,851 -3,347	-17%	-$121K	0.39%	52
2024 Q2	$702K	Hold	20,198	–	–	0.45%	48
2024 Q1	$716K	Sell	20,198 -60	-0.3%	-$2.06K	0.47%	46
2023 Q4	$706K	Sell	20,258 -665	-3%	-$21.6K	0.5%	43
2023 Q3	$673K	Buy	20,923 +251	+1%	+$8.4K	0.55%	43
2023 Q2	$686K	Sell	20,672 -1,607	-7%	-$53.7K	0.54%	40
2023 Q1	$738K	Buy	+22,279	New	+$731K	0.61%	37

Other funds holding FNDC

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

EWA

Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

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

Yoder Wealth Management held its Schwab Fundamental International Small Company Index ETF (FNDC) position steady in Q1 2026 at 9,350 shares worth $432K. The position accounts for 0.2% of the portfolio, ranked #73.

Yoder Wealth Management first reported a position in FNDC in Q1 2023 and has held it in 13 quarters since. The position peaked at $738K in Q1 2023. 296 funds tracked by Wall St. Rank hold FNDC as of Q1 2026.

Yoder Wealth Management held 9,350 shares of Schwab Fundamental International Small Company Index ETF worth $432K as of Q1 2026.
Yoder Wealth Management left its Schwab Fundamental International Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental International Small Company Index ETF made up 0.2% of Yoder Wealth Management's portfolio in Q1 2026, its #73 holding.
Yoder Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $738K in Q1 2023.
296 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q1 2026.

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