A detailed history of Ancora Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ancora Advisors, LLC holds 1,713 shares of FNDX stock, worth $45,514. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,713
Previous 1,966 12.87%
Holding current value
$45,514
Previous $48,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$24.38 - $26.34 $6,168 - $6,664
-253 Reduced 12.87%
1,713 $45,000
Q2 2025

Aug 14, 2025

SELL
$20.84 - $24.54 $96,614 - $113,767
-4,636 Reduced 70.22%
1,966 $48,000
Q1 2025

May 15, 2025

BUY
$23.03 - $25.01 $146,240 - $158,813
6,350 Added 2519.84%
6,602 $155,000
Q4 2024

Feb 14, 2025

BUY
$23.49 - $71.77 $3,946 - $12,057
168 Added 200.0%
252 $5,000
Q2 2024

Aug 14, 2024

BUY
$63.87 - $67.55 $5,365 - $5,674
84 New
84 $5,000
Q2 2022

Aug 15, 2022

BUY
$49.93 - $59.29 $35,650 - $42,333
714 New
714 $36,000
Q4 2018

Feb 15, 2019

SELL
N/A
-1,850 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
N/A
1,850 New
1,850 $73,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Ancora Advisors, LLC Portfolio

Follow Ancora Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ancora Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ancora Advisors, LLC with notifications on news.