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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Yoder Wealth Management

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Yoder Wealth Management from 13F filings

Historical chart of Yoder Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg

Tip: Access up to 7 years of quarterly data

All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Yoder Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Yoder Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 24k 67.39
2023-12-31 $1.5M 24k 61.94
2023-09-30 $1.4M 25k 55.97
2023-06-30 $1.5M 25k 57.57
2023-03-31 $2.2M 40k 54.92

More positions owned by Yoder Wealth Management

Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Airbnb Com Cl A (ABNB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Block Cl A (SQ)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Yoder Wealth Management

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Advisory
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Callan Capital
Bank of America Corporation
Charles Schwab Trust
Lee Financial
Kelman-Lazarov
Kavar Capital Partners Group
Gemmer Asset Management
Bell Investment Advisors

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg