Cambridge Investment Research Advisors Inc. trimmed its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 1.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,535 shares of the exchange traded fund’s stock after selling 375 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,842,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Exchange Capital Management Inc. raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 4.4% in the 2nd quarter. Exchange Capital Management Inc. now owns 4,496 shares of the exchange traded fund’s stock valued at $247,000 after purchasing an additional 190 shares in the last quarter. Geneos Wealth Management Inc. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 24.6% in the first quarter. Geneos Wealth Management Inc. now owns 1,095 shares of the exchange traded fund’s stock worth $62,000 after buying an additional 216 shares during the last quarter. Horan Securities Inc. raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 2.3% in the first quarter. Horan Securities Inc. now owns 10,442 shares of the exchange traded fund’s stock valued at $596,000 after acquiring an additional 238 shares in the last quarter. Tempus Wealth Planning LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 3.6% during the 1st quarter. Tempus Wealth Planning LLC now owns 7,187 shares of the exchange traded fund’s stock valued at $410,000 after acquiring an additional 249 shares during the last quarter. Finally, JMG Financial Group Ltd. grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 4.4% during the 1st quarter. JMG Financial Group Ltd. now owns 6,353 shares of the exchange traded fund’s stock worth $362,000 after acquiring an additional 270 shares in the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Stock Performance
Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $58.90 on Tuesday. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $44.85 and a 1 year high of $61.00. The firm’s 50-day simple moving average is $56.94 and its 200-day simple moving average is $55.85. The firm has a market cap of $8.66 billion, a PE ratio of 14.98 and a beta of 1.18.
Schwab Fundamental U.S. Small Company Index 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.
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