Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in SCHWAB STRATEGIC TR (FNDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 72,647 | -420 | -0.6% | 0.88% | $1.9M | $26.57 |
| 2025 Q3 | UNCHANGED | 73,067 | — | 0% | 0.89% | $1.9M | $25.62 |
| 2025 Q2 | REDUCED | 73,067 | -150 | -0.2% | 0.91% | $1.8M | $23.77 |
| 2025 Q1 | REDUCED | 73,217 | -3,100 | -4.1% | 0.95% | $1.7M | $22.71 |
| 2024 Q4 | ADDED | 76,317 | +50,583 | +196.6% | 0.98% | $1.8M | $22.86 |
| 2024 Q3 | ADDED | 25,734 | +15 | +0.1% | 1.09% | $1.8M | $22.94 |
| 2024 Q2 | REDUCED | 25,719 | -370 | -1.4% | 1.09% | $1.7M | $21.29 |
| 2024 Q1 | ADDED | 26,089 | +50 | +0.2% | 1.13% | $1.7M | $21.41 |
| 2023 Q4 | REDUCED | 26,039 | -2,500 | -8.8% | 1.12% | $1.6M | $19.66 |
| 2023 Q3 | UNCHANGED | 28,539 | — | 0% | 1.30% | $1.6M | $17.63 |
As of 2025 Q4 — sorted by position size