Yoder Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.56M	Hold	49,722	–	–	0.59%	41
2026 Q2	$1.55M	Sell	49,722 -6,662	-12%	-$201K	0.6%	41
2026 Q1	$1.57M	Sell	56,384 -7,817	-12%	-$222K	0.72%	41
2025 Q4	$1.75M	Hold	64,201	–	–	0.8%	41
2025 Q3	$1.69M	Sell	64,201 -3,515	-5%	-$89.2K	0.8%	40
2025 Q2	$1.66M	Sell	67,716 -1,631	-2%	-$37.9K	0.87%	38
2025 Q1	$1.64M	Sell	69,347 -2,020	-3%	-$48.8K	0.92%	37
2024 Q4	$1.69M	Sell	71,367 -360	-0.5%	-$8.73K	0.93%	35
2024 Q3	$1.72M	Sell	71,727 -210	-0.3%	-$4.83K	1.03%	31
2024 Q2	$1.61M	Sell	71,937 -846	-1%	-$18.7K	1.04%	29
2024 Q1	$1.63M	Sell	72,783 -534	-0.7%	-$11.4K	1.07%	30
2023 Q4	$1.51M	Sell	73,317 -855	-1%	-$16.4K	1.07%	28
2023 Q3	$1.38M	Sell	74,172 -1,605	-2%	-$31K	1.14%	28
2023 Q2	$1.45M	Sell	75,777 -42,900	-36%	-$793K	1.15%	25
2023 Q1	$2.17M	Buy	+118,677	New	+$2.18M	1.81%	15

Other funds holding FNDX

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

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

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

KHC

Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

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

Yoder Wealth Management held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q3 2026 at 49,722 shares worth $1.56M. The position accounts for 0.59% of the portfolio, ranked #41.

Yoder Wealth Management first reported a position in FNDX in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2023. 170 funds tracked by Wall St. Rank hold FNDX as of Q3 2026.

Yoder Wealth Management held 49,722 shares of Schwab Fundamental US Large Company Index ETF worth $1.56M as of Q3 2026.
Yoder Wealth Management left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q3 2026.
Schwab Fundamental US Large Company Index ETF made up 0.59% of Yoder Wealth Management's portfolio in Q3 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 15 quarters since.
Yoder Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.17M in Q1 2023.
170 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q3 2026.

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