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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Yoder Wealth Management's FNDX Position: Q2 2026 in Review

Yoder Wealth Management reduced its Schwab Fundamental US Large Company Index ETF (FNDX) stake by 12% in Q2 2026, selling an estimated $201K and leaving 49,722 shares worth $1.55M. The position accounts for 0.6% of the portfolio, ranked #41.

Yoder Wealth Management first reported a position in FNDX in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.17M in Q1 2023. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

Yoder Wealth Management held 49,722 shares of Schwab Fundamental US Large Company Index ETF worth $1.55M as of Q2 2026.
Yoder Wealth Management sold 6,662 Schwab Fundamental US Large Company Index ETF shares in Q2 2026, an estimated $201K.
Schwab Fundamental US Large Company Index ETF made up 0.6% of Yoder Wealth Management's portfolio in Q2 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 14 quarters since.
Yoder Wealth Management's Schwab Fundamental US Large Company Index ETF position peaked at $2.17M in Q1 2023.
839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.