Ancora Advisors’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.4K | Hold |
1,350
| – | – | ﹤0.01% | 1101 |
|
|
2025
Q1 | $31.1K | Hold |
1,350
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q4 | $31.4K | Hold |
1,350
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q3 | $31.7K | Hold |
1,350
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q2 | $29.5K | Sell |
1,350
-711
| -34% | -$15.5K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $45.5K | Buy |
2,061
+3
| +0.1% | +$66 | ﹤0.01% | 951 |
|
|
2023
Q4 | $41.9K | Buy |
2,058
+6
| +0.3% | +$122 | ﹤0.01% | 950 |
|
|
2023
Q3 | $37.7K | Buy |
2,052
+3
| +0.1% | +$55 | ﹤0.01% | 955 |
|
|
2023
Q2 | $38.8K | Buy |
2,049
+3
| +0.1% | +$57 | ﹤0.01% | 940 |
|
|
2023
Q1 | $36.9K | Buy |
2,046
+3
| +0.1% | +$54 | ﹤0.01% | 952 |
|
|
2022
Q4 | $36K | Buy |
2,043
+3
| +0.1% | +$53 | ﹤0.01% | 1004 |
|
|
2022
Q3 | $32K | Buy |
2,040
+3
| +0.1% | +$47 | ﹤0.01% | 1170 |
|
|
2022
Q2 | $34K | Buy |
2,037
+6
| +0.3% | +$100 | ﹤0.01% | 1247 |
|
|
2022
Q1 | $39K | Sell |
2,031
-300
| -13% | -$5.76K | ﹤0.01% | 1317 |
|
|
2021
Q4 | $45K | Buy |
2,331
+6
| +0.3% | +$116 | ﹤0.01% | 1320 |
|
|
2021
Q3 | $42K | Buy |
2,325
+3
| +0.1% | +$54 | ﹤0.01% | 1229 |
|
|
2021
Q2 | $42K | Buy |
2,322
+3
| +0.1% | +$54 | ﹤0.01% | 1134 |
|
|
2021
Q1 | $40K | Hold |
2,319
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q4 | $35K | Buy |
2,319
+3
| +0.1% | +$45 | ﹤0.01% | 935 |
|
|
2020
Q3 | $29K | Sell |
2,316
-81
| -3% | -$1.01K | ﹤0.01% | 921 |
|
|
2020
Q2 | $29K | Buy |
2,397
+6
| +0.3% | +$73 | ﹤0.01% | 900 |
|
|
2020
Q1 | $24K | Buy |
2,391
+3
| +0.1% | +$30 | ﹤0.01% | 981 |
|
|
2019
Q4 | $34K | Buy |
+2,388
| New | +$34K | ﹤0.01% | 951 |
|
|
2018
Q4 | – | Sell |
-1,650
| Closed | -$22K | – | 816 |
|
|
2018
Q3 | $22K | Buy |
+1,650
| New | +$22K | ﹤0.01% | 1050 |
|
|
2017
Q3 | – | Sell |
-143,079
| Closed | -$1.61M | – | 657 |
|
|
2017
Q2 | $1.61M | Buy |
+143,079
| New | +$1.61M | 0.1% | 231 |
|