Mission Wealth Management LP Takes $211,000 Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Mission Wealth Management LP acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,353 shares of the exchange traded fund’s stock, valued at approximately $211,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. lifted its holdings in Schwab Fundamental U.S. Small Company ETF by 0.6% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 200,289,288 shares of the exchange traded fund’s stock valued at $5,485,924,000 after purchasing an additional 1,100,604 shares in the last quarter. Waddell & Associates LLC raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.6% in the first quarter. Waddell & Associates LLC now owns 2,636,391 shares of the exchange traded fund’s stock valued at $72,211,000 after buying an additional 40,331 shares during the last quarter. Prairiewood Capital LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 12.0% during the second quarter. Prairiewood Capital LLC now owns 1,755,747 shares of the exchange traded fund’s stock valued at $50,302,000 after buying an additional 187,569 shares during the period. Moller Wealth Partners boosted its position in Schwab Fundamental U.S. Small Company ETF by 15.2% during the second quarter. Moller Wealth Partners now owns 1,283,119 shares of the exchange traded fund’s stock worth $36,761,000 after acquiring an additional 168,858 shares during the last quarter. Finally, Ironwood Investment Counsel LLC boosted its position in Schwab Fundamental U.S. Small Company ETF by 26.3% during the first quarter. Ironwood Investment Counsel LLC now owns 1,245,013 shares of the exchange traded fund’s stock worth $34,101,000 after acquiring an additional 259,556 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of FNDA opened at $30.74 on Thursday. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $23.49 and a fifty-two week high of $32.71. The company has a market capitalization of $8.76 billion, a PE ratio of 17.12 and a beta of 1.10. The stock has a fifty day moving average of $31.12 and a two-hundred day moving average of $29.47.

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.