BCS Wealth Management Boosts Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

BCS Wealth Management lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 21.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,961 shares of the exchange traded fund’s stock after buying an additional 5,022 shares during the period. BCS Wealth Management’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $801,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the business. Bernard Wealth Management Corp. purchased a new position in Schwab Fundamental U.S. Small Company ETF in the 1st quarter worth about $33,000. Smartleaf Asset Management LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 4,979.2% during the 1st quarter. Smartleaf Asset Management LLC now owns 1,219 shares of the exchange traded fund’s stock valued at $33,000 after acquiring an additional 1,195 shares during the last quarter. Hoey Investments Inc. bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter worth approximately $43,000. ST Germain D J Co. Inc. purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF during the first quarter valued at approximately $55,000. Finally, Salem Investment Counselors Inc. raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 250.9% during the first quarter. Salem Investment Counselors Inc. now owns 2,218 shares of the exchange traded fund’s stock valued at $61,000 after purchasing an additional 1,586 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Trading Down 0.3%

Shares of FNDA stock opened at $31.43 on Wednesday. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $23.49 and a 12-month high of $32.71. The firm’s 50 day moving average is $30.48 and its 200 day moving average is $28.50. The stock has a market capitalization of $9.03 billion, a P/E ratio of 17.12 and a beta of 1.19.

About Schwab Fundamental U.S. Small Company ETF

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.