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Ancora Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History

Ancora Advisors’s Portfolio FNDX Stock Details FNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$316K Hold
10,173
– – 0.01% 631
2026
Q1 		$283K Buy
10,173
+1,358
+15% +$38.5K 0.01% 635
2025
Q4 		$240K Buy
8,815
+7,102
+415% +$190K ﹤0.01% 698
2025
Q3 		$45.1K Sell
1,713
-253
-13% -$6.42K ﹤0.01% 1052
2025
Q2 		$48.2K Sell
1,966
-4,636
-70% -$108K ﹤0.01% 1034
2025
Q1 		$156K Buy
6,602
+6,350
+2,520% +$154K ﹤0.01% 776
2024
Q4 		$5.97K Hold
252
– – ﹤0.01% 1426
2024
Q3 		$6.03K Hold
252
– – ﹤0.01% 1416
2024
Q2 		$5.63K Buy
+252
New +$5.56K ﹤0.01% 1421
2022
Q3 		– Sell
-2,142
Closed -$36K – 2090
2022
Q2 		$36K Buy
+2,142
New +$39.4K ﹤0.01% 1265
2018
Q4 		– Sell
-5,550
Closed -$73K – 819
2018
Q3 		$73K Buy
+5,550
New +$72.1K ﹤0.01% 813

Other funds holding FNDX

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ancora Advisors's FNDX Position: Q2 2026 in Review

Ancora Advisors held its Schwab Fundamental US Large Company Index ETF (FNDX) position steady in Q2 2026 at 10,173 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #631.

Ancora Advisors first reported a position in FNDX in Q3 2018 and has held it in 11 quarters since. 839 funds tracked by Wall St. Rank hold FNDX as of Q2 2026.

  • Ancora Advisors held 10,173 shares of Schwab Fundamental US Large Company Index ETF worth $316K as of Q2 2026.
  • Ancora Advisors left its Schwab Fundamental US Large Company Index ETF share count unchanged in Q2 2026.
  • Schwab Fundamental US Large Company Index ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #631 holding.
  • Ancora Advisors first reported a position in Schwab Fundamental US Large Company Index ETF in Q3 2018 and has held it in 11 quarters since.
  • 839 funds tracked by Wall St. Rank held Schwab Fundamental US Large Company Index ETF as of Q2 2026.

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