Yoder Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
Other funds holding FNDX
BFA
ML
SEIA
SCM
Yoder Wealth Management's FNDX Position: Q1 2026 in Review
Yoder Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q1 2026, selling an estimated $222K and leaving 56,384 shares worth $1.57M. The position accounts for 0.72% of the portfolio, ranked #41.
Yoder Wealth Management first reported a position in FNDX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.17M in Q1 2023. 776 funds tracked by Wall St. Rank hold FNDX as of Q1 2026.
- Yoder Wealth Management held 56,384 shares of Schwab Fundamental US Large Company Index ETF worth $1.57M as of Q1 2026.
- Yoder Wealth Management sold 7,817 Schwab Fundamental US Large Company Index ETF shares in Q1 2026, an estimated $222K.
- Schwab Fundamental US Large Company Index ETF made up 0.72% of Yoder Wealth Management's portfolio in Q1 2026, its #41 holding.
- Yoder Wealth Management first reported a position in Schwab Fundamental US Large Company Index ETF in Q1 2023 and has held it in 13 quarters since.
- Yoder Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.17M in Q1 2023.
- 776 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q1 2026.
Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.