Johnson Investment Counsel Inc. grew its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 29.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,344 shares of the exchange traded fund’s stock after acquiring an additional 3,520 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $420,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in FNDA. Brighton Jones LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 97.5% in the fourth quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock worth $379,000 after buying an additional 6,299 shares during the last quarter. Revolve Wealth Partners LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF in the 4th quarter valued at $256,000. Principal Securities Inc. boosted its position in Schwab Fundamental U.S. Small Company ETF by 178.5% during the fourth quarter. Principal Securities Inc. now owns 3,434 shares of the exchange traded fund’s stock worth $102,000 after acquiring an additional 2,201 shares during the last quarter. Allworth Financial LP grew its position in shares of Schwab Fundamental U.S. Small Company ETF by 69.9% in the fourth quarter. Allworth Financial LP now owns 5,561 shares of the exchange traded fund’s stock valued at $171,000 after purchasing an additional 2,287 shares in the last quarter. Finally, Venturi Wealth Management LLC increased its stake in shares of Schwab Fundamental U.S. Small Company ETF by 100.1% in the 4th quarter. Venturi Wealth Management LLC now owns 1,745 shares of the exchange traded fund’s stock worth $52,000 after acquiring an additional 873 shares during the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Performance
Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $27.98 on Monday. The firm has a market capitalization of $8.15 billion, a price-to-earnings ratio of 17.44 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $23.49 and a fifty-two week high of $32.71. The stock has a 50 day moving average of $27.22 and a 200 day moving average of $28.43.
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.
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