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 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 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

Ancora Advisors's FNDA Position: Q1 2026 in Review

Ancora Advisors reduced its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 36% in Q1 2026, selling an estimated $49.1K and leaving 2,612 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Ancora Advisors first reported a position in FNDA in Q3 2018 and has held it in 11 quarters since. The position peaked at $129K in Q4 2025. 470 funds tracked by Wall St. Rank hold FNDA as of Q1 2026.

Ancora Advisors held 2,612 shares of Schwab Fundamental US Small Company Index ETF worth $84.7K as of Q1 2026.
Ancora Advisors sold 1,467 Schwab Fundamental US Small Company Index ETF shares in Q1 2026, an estimated $49.1K.
Schwab Fundamental US Small Company Index ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #954 holding.
Ancora Advisors first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2018 and has held it in 11 quarters since.
Ancora Advisors's Schwab Fundamental US Small Company Index ETF position peaked at $129K in Q4 2025.
470 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.