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 Q3	$443K	Sell	8,930 -420	-4%	-$21K	0.17%	78
2026 Q2	$453K	Hold	9,350	–	–	0.18%	78
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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CTWM

Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Yoder Wealth Management's FNDC Position: Q3 2026 in Review

Yoder Wealth Management reduced its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 4.5% in Q3 2026, selling an estimated $21K and leaving 8,930 shares worth $443K. The position accounts for 0.17% of the portfolio, ranked #78.

Yoder Wealth Management first reported a position in FNDC in Q1 2023 and has held it in 15 quarters since. The position peaked at $738K in Q1 2023. 59 funds tracked by Wall St. Rank hold FNDC as of Q3 2026.

Yoder Wealth Management held 8,930 shares of Schwab Fundamental International Small Company Index ETF worth $443K as of Q3 2026.
Yoder Wealth Management sold 420 Schwab Fundamental International Small Company Index ETF shares in Q3 2026, an estimated $21K.
Schwab Fundamental International Small Company Index ETF made up 0.17% of Yoder Wealth Management's portfolio in Q3 2026, its #78 holding.
Yoder Wealth Management first reported a position in Schwab Fundamental International Small Company Index ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's Schwab Fundamental International Small Company Index ETF position peaked at $738K in Q1 2023.
59 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.