Liberty Square Wealth Partners LLC cut its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 24.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 141,856 shares of the exchange traded fund’s stock after selling 46,813 shares during the period. Schwab Fundamental U.S. Small Company ETF makes up approximately 1.4% of Liberty Square Wealth Partners LLC’s holdings, making the stock its 14th biggest position. Liberty Square Wealth Partners LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $4,420,000 as of its most recent SEC filing.
Several other hedge funds have also recently added to or reduced their stakes in FNDA. Cullen Frost Bankers Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter valued at $28,000. Salomon & Ludwin LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 110.7% in the 2nd quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 516 shares during the last quarter. Atlantic Union Bankshares Corp acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the second quarter worth $35,000. SYM FINANCIAL Corp purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the second quarter valued at $36,000. Finally, PFS Partners LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter valued at $39,000.
Schwab Fundamental U.S. Small Company ETF Trading Up 1.1%
Shares of FNDA opened at $34.58 on Friday. The business’s 50-day moving average price is $33.06 and its 200 day moving average price is $31.58. The stock has a market capitalization of $9.87 billion, a P/E ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $23.49 and a 1-year high of $35.31.
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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.
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