YWM
Yoder Wealth Management’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
11,180
-2,512
| -18% | -$105K | 0.24% | 66 |
|
|
2025
Q1 | $495K | Sell |
13,692
-989
| -7% | -$35.8K | 0.28% | 63 |
|
|
2024
Q4 | $501K | Sell |
14,681
-2,170
| -13% | -$74.1K | 0.28% | 62 |
|
|
2024
Q3 | $642K | Sell |
16,851
-3,347
| -17% | -$128K | 0.39% | 52 |
|
|
2024
Q2 | $702K | Hold |
20,198
| – | – | 0.45% | 48 |
|
|
2024
Q1 | $716K | Sell |
20,198
-60
| -0.3% | -$2.13K | 0.47% | 46 |
|
|
2023
Q4 | $706K | Sell |
20,258
-665
| -3% | -$23.2K | 0.5% | 43 |
|
|
2023
Q3 | $673K | Buy |
20,923
+251
| +1% | +$8.07K | 0.55% | 43 |
|
|
2023
Q2 | $686K | Sell |
20,672
-1,607
| -7% | -$53.3K | 0.54% | 40 |
|
|
2023
Q1 | $738K | Buy |
+22,279
| New | +$738K | 0.61% | 37 |
|