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FNDX icon

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
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 – 2091
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 $654B AUM 26.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return