Anchor Investment Management, LLC
Position in FNDA — Schwab Fundamental U.S. Small Company ETF
CIK 1634149
COLUMBIA, SC
Position in FNDA
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,594
+$74 QoQ
Shares Held
80
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNDA Over Time
Shares Held
Position Value (USD)
All Filings in FNDA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,594 | 80 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,520 | 80 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $2,492 | 80 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,292 | 80 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,191 | 80 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,376 | 80 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,382 | 40 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $2,196 | 40 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $2,281 | 40 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,214 | 40 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,939 | 40 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,018 | 40 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,946 | 40 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,868 | 40 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $1,700 | 40 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $1,810 | 40 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $2,138 | 40 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $2,224 | 40 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $2,107 | 40 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $2,175 | 40 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $2,026 | 40 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,716 | 40 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $1,322 | 40 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $1,268 | 40 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,034 | 40 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||