EverSource Wealth Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 482.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 565 shares of the exchange traded fund’s stock after acquiring an additional 468 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $34,000 at the end of the most recent quarter.
Other institutional investors have also recently bought and sold shares of the company. Exchange Capital Management Inc. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 4.4% in the second quarter. Exchange Capital Management Inc. now owns 4,496 shares of the exchange traded fund’s stock valued at $247,000 after buying an additional 190 shares during the period. 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 valued at $62,000 after buying an additional 216 shares during the period. Horan Securities Inc. increased its stake in shares of 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 buying an additional 238 shares during the period. Tempus Wealth Planning LLC increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.6% in the first quarter. Tempus Wealth Planning LLC now owns 7,187 shares of the exchange traded fund’s stock valued at $410,000 after buying an additional 249 shares during the period. Finally, JMG Financial Group Ltd. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 4.4% in the first quarter. JMG Financial Group Ltd. now owns 6,353 shares of the exchange traded fund’s stock valued at $362,000 after buying an additional 270 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of FNDA stock opened at $59.46 on Friday. The business’s 50 day simple moving average is $57.80 and its 200 day simple moving average is $56.25. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $44.85 and a one year high of $61.00. The stock has a market capitalization of $8.74 billion, a PE ratio of 14.98 and a beta of 1.18.
About Schwab Fundamental U.S. Small Company Index 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.
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