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Ancora Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Ancora Advisors’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
Q2 		$79.9K Sell
2,098
-514
-20% -$18.3K ﹤0.01% 957
2026
Q1 		$84.7K Sell
2,612
-1,467
-36% -$49.1K ﹤0.01% 954
2025
Q4 		$129K Buy
4,079
+3,565
+694% +$111K ﹤0.01% 858
2025
Q3 		$16K Buy
514
+1
+0.2% +$30 ﹤0.01% 1293
2025
Q2 		$14.7K Sell
513
-2,565
-83% -$69.6K ﹤0.01% 1298
2025
Q1 		$84.3K Buy
3,078
+2,944
+2,197% +$86.1K ﹤0.01% 903
2024
Q4 		$3.98K Hold
134
– – ﹤0.01% 1496
2024
Q3 		$3.99K Hold
134
– – ﹤0.01% 1479
2024
Q2 		$3.68K Buy
+134
New +$3.7K ﹤0.01% 1489
2022
Q3 		– Sell
-1,072
Closed -$24K – 2088
2022
Q2 		$24K Buy
+1,072
New +$26.5K ﹤0.01% 1388
2020
Q1 		– Sell
-3,900
Closed -$78K – 1445
2019
Q4 		$78K Buy
+3,900
New +$75.8K ﹤0.01% 815
2018
Q4 		– Sell
-3,900
Closed -$79K – 815
2018
Q3 		$79K Buy
+3,900
New +$79.8K ﹤0.01% 801

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

Ancora Advisors's FNDA Position: Q2 2026 in Review

Ancora Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 20% in Q2 2026, selling an estimated $18.3K and leaving 2,098 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Ancora Advisors first reported a position in FNDA in Q3 2018 and has held it in 12 quarters since. The position peaked at $129K in Q4 2025. 486 funds tracked by Wall St. Rank hold FNDA as of Q2 2026.

  • Ancora Advisors held 2,098 shares of Schwab Fundamental US Small Company Index ETF worth $79.9K as of Q2 2026.
  • Ancora Advisors sold 514 Schwab Fundamental US Small Company Index ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #957 holding.
  • Ancora Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 12 quarters since.
  • Ancora Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $129K in Q4 2025.
  • 486 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.