HORAN Wealth LLC lowered its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 49.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 289,037 shares of the exchange traded fund’s stock after selling 288,045 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises about 1.4% of HORAN Wealth LLC’s investment portfolio, making the stock its 16th biggest position. HORAN Wealth LLC owned approximately 0.12% of Schwab Fundamental U.S. Small Company ETF worth $11,001,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also modified their holdings of FNDA. Kestra Advisory Services LLC raised its holdings in Schwab Fundamental U.S. Small Company ETF by 3.5% during the fourth quarter. Kestra Advisory Services LLC now owns 10,618 shares of the exchange traded fund’s stock valued at $335,000 after buying an additional 362 shares in the last quarter. Russell Investments Group Ltd. boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% during the 4th quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 410 shares in the last quarter. Comerica Bank boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 1.7% during the 4th quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock worth $799,000 after acquiring an additional 413 shares in the last quarter. Sand Hill Global Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 6.0% during the 4th quarter. Sand Hill Global Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock valued at $252,000 after acquiring an additional 451 shares during the last quarter. Finally, Washington Trust Advisors Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 1.9% during the 2nd quarter. Washington Trust Advisors Inc. now owns 25,380 shares of the exchange traded fund’s stock valued at $966,000 after acquiring an additional 477 shares during the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Performance
Shares of FNDA stock opened at $37.20 on Monday. The stock’s 50 day simple moving average is $37.60 and its 200 day simple moving average is $35.78. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $29.31 and a twelve month high of $38.59. The company has a market capitalization of $9.13 billion, a price-to-earnings ratio of 17.12 and a beta of 1.03.
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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