Anchor Investment Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Anchor Investment Management’s Portfolio FNDA Stock Details FNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.59K	Hold	80	–	–	﹤0.01%	964
2025 Q4	$2.52K	Hold	80	–	–	﹤0.01%	953
2025 Q3	$2.49K	Hold	80	–	–	﹤0.01%	962
2025 Q2	$2.29K	Hold	80	–	–	﹤0.01%	948
2025 Q1	$2.19K	Hold	80	–	–	﹤0.01%	944
2024 Q4	$2.38K	Hold	80	–	–	﹤0.01%	926
2024 Q3	$2.38K	Hold	80	–	–	﹤0.01%	929
2024 Q2	$2.2K	Hold	80	–	–	﹤0.01%	902
2024 Q1	$2.28K	Hold	80	–	–	﹤0.01%	929
2023 Q4	$2.21K	Hold	80	–	–	﹤0.01%	871
2023 Q3	$1.94K	Hold	80	–	–	﹤0.01%	895
2023 Q2	$2.02K	Hold	80	–	–	﹤0.01%	880
2023 Q1	$1.95K	Hold	80	–	–	﹤0.01%	906
2022 Q4	$1.87K	Hold	80	–	–	﹤0.01%	876
2022 Q3	$1.7K	Hold	80	–	–	﹤0.01%	895
2022 Q2	$1.81K	Hold	80	–	–	﹤0.01%	897
2022 Q1	$2.14K	Hold	80	–	–	﹤0.01%	908
2021 Q4	$2.22K	Hold	80	–	–	﹤0.01%	928
2021 Q3	$2.11K	Hold	80	–	–	﹤0.01%	852
2021 Q2	$2.18K	Hold	80	–	–	﹤0.01%	873
2021 Q1	$2.03K	Hold	80	–	–	﹤0.01%	871
2020 Q4	$1.72K	Hold	80	–	–	﹤0.01%	855
2020 Q3	$1.32K	Hold	80	–	–	﹤0.01%	841
2020 Q2	$1.27K	Hold	80	–	–	﹤0.01%	819
2020 Q1	$1.03K	Hold	80	–	–	﹤0.01%	812
2019 Q4	$1.61K	Hold	80	–	–	﹤0.01%	785
2019 Q3	$1.51K	Hold	80	–	–	﹤0.01%	765
2019 Q2	$1.51K	Hold	80	–	–	﹤0.01%	763
2019 Q1	$1.49K	Sell	80 -20	-20%	-$367	﹤0.01%	758
2018 Q4	$1.64K	Hold	100	–	–	﹤0.01%	774
2018 Q3	$2.04K	Buy	+100	New	+$2.05K	﹤0.01%	777

Other funds holding FNDA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Anchor Investment Management's FNDA Position: Q1 2026 in Review

Anchor Investment Management held its Schwab Fundamental US Small Company Index ETF (FNDA) position steady in Q1 2026 at 80 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Anchor Investment Management first reported a position in FNDA in Q3 2018 and has held it in 31 quarters since. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Anchor Investment Management held 80 shares of Schwab Fundamental US Small Company Index ETF worth $2.59K as of Q1 2026.
Anchor Investment Management left its Schwab Fundamental US Small Company Index ETF share count unchanged in Q1 2026.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #964 holding.
Anchor Investment Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 31 quarters since.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.