Bailard Inc. Decreases Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

Bailard Inc. lessened its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 12.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 16,312 shares of the exchange traded fund’s stock after selling 2,400 shares during the period. Bailard Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $467,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Cahill Financial Advisors Inc. grew its stake in shares of Schwab Fundamental U.S. Small Company ETF by 2.7% during the 2nd quarter. Cahill Financial Advisors Inc. now owns 40,621 shares of the exchange traded fund’s stock worth $1,164,000 after purchasing an additional 1,062 shares during the period. Midwest Trust Co acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter valued at about $239,000. Brio Consultants LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF during the second quarter worth about $1,148,000. KCM Investment Advisors LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF during the second quarter worth about $305,000. Finally, Reston Wealth Management LLC grew its position in Schwab Fundamental U.S. Small Company ETF by 20.0% during the second quarter. Reston Wealth Management LLC now owns 170,841 shares of the exchange traded fund’s stock worth $4,895,000 after buying an additional 28,467 shares during the period.

Schwab Fundamental U.S. Small Company ETF Trading Down 0.3%

FNDA stock opened at $30.37 on Friday. The firm has a 50 day moving average of $31.05 and a 200-day moving average of $29.68. The company has a market cap of $8.65 billion, a price-to-earnings ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $23.49 and a 12-month high of $32.71.

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.