Schwab Fundamental U.S. Small Company ETF $FNDA Shares Purchased by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC lifted its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 130.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 199,825 shares of the exchange traded fund’s stock after purchasing an additional 112,962 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $5,473,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Silver Oak Securities Incorporated lifted its position in Schwab Fundamental U.S. Small Company ETF by 1.3% during the 1st quarter. Silver Oak Securities Incorporated now owns 29,191 shares of the exchange traded fund’s stock worth $798,000 after acquiring an additional 386 shares during the period. Lafayette Investments Inc. lifted its position in Schwab Fundamental U.S. Small Company ETF by 3.3% during the 1st quarter. Lafayette Investments Inc. now owns 12,551 shares of the exchange traded fund’s stock worth $344,000 after acquiring an additional 401 shares during the period. Continuum Advisory LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 140.5% during the 4th quarter. Continuum Advisory LLC now owns 909 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 531 shares during the period. Tempus Wealth Planning LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 3.5% during the 1st quarter. Tempus Wealth Planning LLC now owns 15,817 shares of the exchange traded fund’s stock worth $433,000 after acquiring an additional 531 shares during the period. Finally, Freestone Capital Holdings LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 4.4% during the 1st quarter. Freestone Capital Holdings LLC now owns 13,386 shares of the exchange traded fund’s stock worth $367,000 after acquiring an additional 568 shares during the period.

Schwab Fundamental U.S. Small Company ETF Trading Down 0.4%

Schwab Fundamental U.S. Small Company ETF stock opened at $31.17 on Monday. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $23.49 and a twelve month high of $32.71. The stock has a 50 day moving average of $29.72 and a two-hundred day moving average of $28.23. The stock has a market capitalization of $8.96 billion, a price-to-earnings ratio of 17.12 and a beta of 1.19.

Schwab Fundamental U.S. Small Company ETF Profile

The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is an exchange-traded fund that is based on the Russell RAFI Small Company US index. The fund tracks a fundamentally selected and weighted Russell index of small firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks.