Accredited Investors Inc. Lowers Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

Accredited Investors Inc. decreased its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 46.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 427,205 shares of the exchange traded fund’s stock after selling 372,801 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for approximately 0.7% of Accredited Investors Inc.’s portfolio, making the stock its 27th largest position. Accredited Investors Inc. owned about 0.15% of Schwab Fundamental U.S. Small Company ETF worth $13,312,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the company. Warner Financial Inc. grew its stake in shares of Schwab Fundamental U.S. Small Company ETF by 2.4% in the second quarter. Warner Financial Inc. now owns 18,241 shares of the exchange traded fund’s stock valued at $523,000 after buying an additional 423 shares in the last quarter. Horan Securities Inc. lifted its stake in Schwab Fundamental U.S. Small Company ETF by 2.8% during the 2nd quarter. Horan Securities Inc. now owns 17,257 shares of the exchange traded fund’s stock worth $494,000 after acquiring an additional 473 shares in the last quarter. HHM Wealth Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company ETF by 0.6% during the 2nd quarter. HHM Wealth Advisors LLC now owns 89,850 shares of the exchange traded fund’s stock valued at $2,574,000 after acquiring an additional 500 shares during the period. Salomon & Ludwin LLC boosted its holdings in Schwab Fundamental U.S. Small Company ETF by 110.7% during the 2nd quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock valued at $29,000 after acquiring an additional 516 shares during the period. Finally, Boyce & Associates Wealth Consulting Inc. grew its position in Schwab Fundamental U.S. Small Company ETF by 4.8% in the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 14,003 shares of the exchange traded fund’s stock valued at $436,000 after acquiring an additional 643 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of NYSEARCA:FNDA opened at $34.17 on Thursday. The firm has a market capitalization of $9.75 billion, a PE ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $23.49 and a 1 year high of $34.28. The firm’s 50-day moving average is $31.96 and its two-hundred day moving average is $31.07.

Schwab Fundamental U.S. Small Company ETF Company 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.