Ancora Advisors’s Schwab Fundamental US Large Company Index ETF FNDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Sell |
1,966
-4,636
| -70% | -$114K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $156K | Buy |
6,602
+6,350
| +2,520% | +$150K | ﹤0.01% | 764 |
|
|
2024
Q4 | $5.97K | Hold |
252
| – | – | ﹤0.01% | 1404 |
|
|
2024
Q3 | $6.03K | Hold |
252
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q2 | $5.63K | Buy |
+252
| New | +$5.63K | ﹤0.01% | 1383 |
|
|
2022
Q3 | – | Sell |
-2,142
| Closed | -$36K | – | 2040 |
|
|
2022
Q2 | $36K | Buy |
+2,142
| New | +$36K | ﹤0.01% | 1227 |
|
|
2018
Q4 | – | Sell |
-5,550
| Closed | -$73K | – | 819 |
|
|
2018
Q3 | $73K | Buy |
+5,550
| New | +$73K | ﹤0.01% | 813 |
|