HB Wealth Management LLC reduced its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 10.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 4,168 shares of the exchange traded fund’s stock after selling 471 shares during the period. HB Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $229,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of the business. Horan Capital Advisors LLC. increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 11.0% in the fourth quarter. Horan Capital Advisors LLC. now owns 115,051 shares of the exchange traded fund’s stock valued at $6,368,000 after purchasing an additional 11,372 shares during the last quarter. Dorsey & Whitney Trust CO LLC increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 20.3% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 13,731 shares of the exchange traded fund’s stock valued at $760,000 after acquiring an additional 2,320 shares during the last quarter. Charles Schwab Investment Advisory Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.4% during the 4th quarter. Charles Schwab Investment Advisory Inc. now owns 93,544,825 shares of the exchange traded fund’s stock worth $5,177,706,000 after acquiring an additional 1,249,096 shares during the period. Signature Resources Capital Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter worth approximately $34,000. Finally, Roof Eidam Maycock Peralta LLC grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 4.2% in the fourth quarter. Roof Eidam Maycock Peralta LLC now owns 60,440 shares of the exchange traded fund’s stock valued at $3,345,000 after purchasing an additional 2,424 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.6 %
NYSEARCA:FNDA opened at $58.90 on Friday. The company has a market cap of $8.66 billion, a P/E ratio of 14.98 and a beta of 1.18. The firm’s 50 day moving average is $56.86 and its two-hundred day moving average is $55.80. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $44.85 and a fifty-two week high of $61.00.
Schwab Fundamental U.S. Small Company Index ETF Company 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.
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