Liberty Square Wealth Partners LLC grew its holdings in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 47.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,669 shares of the exchange traded fund’s stock after purchasing an additional 60,517 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up approximately 1.9% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 10th largest holding. Liberty Square Wealth Partners LLC owned 0.07% of Schwab Fundamental U.S. Small Company ETF worth $5,405,000 as of its most recent SEC filing.
Several other large investors have also modified their holdings of FNDA. Salomon & Ludwin LLC boosted its position in Schwab Fundamental U.S. Small Company ETF by 110.7% during the second quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 516 shares during the last quarter. Smartleaf Asset Management LLC raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 4,979.2% in the 1st quarter. Smartleaf Asset Management LLC now owns 1,219 shares of the exchange traded fund’s stock valued at $33,000 after acquiring an additional 1,195 shares during the period. Hoey Investments Inc. purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 2nd quarter valued at $43,000. Pflug Koory LLC acquired a new stake in Schwab Fundamental U.S. Small Company ETF during the 2nd quarter valued at $49,000. Finally, Godsey & Gibb Inc. acquired a new position in Schwab Fundamental U.S. Small Company ETF during the 2nd quarter worth $55,000.
Schwab Fundamental U.S. Small Company ETF Price Performance
Shares of FNDA stock opened at $30.57 on Monday. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $23.49 and a 1-year high of $32.71. The firm has a fifty day moving average of $30.99 and a two-hundred day moving average of $28.93. The firm has a market cap of $8.71 billion, a P/E ratio of 17.12 and a beta of 1.19.
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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