YWM
Yoder Wealth Management’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
67,716
-1,631
| -2% | -$40K | 0.87% | 38 |
|
|
2025
Q1 | $1.64M | Sell |
69,347
-2,020
| -3% | -$47.7K | 0.92% | 37 |
|
|
2024
Q4 | $1.69M | Buy |
71,367
+47,458
| +198% | +$1.12M | 0.93% | 35 |
|
|
2024
Q3 | $1.72M | Sell |
23,909
-70
| -0.3% | -$5.02K | 1.03% | 31 |
|
|
2024
Q2 | $1.61M | Sell |
23,979
-282
| -1% | -$18.9K | 1.04% | 29 |
|
|
2024
Q1 | $1.63M | Sell |
24,261
-178
| -0.7% | -$12K | 1.07% | 30 |
|
|
2023
Q4 | $1.51M | Sell |
24,439
-285
| -1% | -$17.7K | 1.07% | 28 |
|
|
2023
Q3 | $1.38M | Sell |
24,724
-535
| -2% | -$29.9K | 1.14% | 28 |
|
|
2023
Q2 | $1.45M | Sell |
25,259
-14,300
| -36% | -$823K | 1.15% | 25 |
|
|
2023
Q1 | $2.17M | Buy |
+39,559
| New | +$2.17M | 1.81% | 15 |
|