Ethos Financial Group LLC Decreases Stock Holdings in Schwab Fundamental U.S. Small Company ETF $FNDA

Ethos Financial Group LLC cut its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 45.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 29,075 shares of the exchange traded fund’s stock after selling 24,706 shares during the period. Ethos Financial Group LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $916,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. MCF Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 7.6% in the 3rd quarter. MCF Advisors LLC now owns 5,697 shares of the exchange traded fund’s stock worth $178,000 after acquiring an additional 403 shares during the period. Midwest Trust Co raised its holdings in Schwab Fundamental U.S. Small Company ETF by 5.4% during the third quarter. Midwest Trust Co now owns 8,778 shares of the exchange traded fund’s stock worth $274,000 after purchasing an additional 450 shares during the last quarter. Wedmont Private Capital boosted its position in Schwab Fundamental U.S. Small Company ETF by 2.9% during the fourth quarter. Wedmont Private Capital now owns 16,519 shares of the exchange traded fund’s stock worth $539,000 after purchasing an additional 465 shares in the last quarter. Breakwater Capital Group boosted its position in Schwab Fundamental U.S. Small Company ETF by 0.8% during the third quarter. Breakwater Capital Group now owns 66,919 shares of the exchange traded fund’s stock worth $2,085,000 after purchasing an additional 555 shares in the last quarter. Finally, Dynamic Advisor Solutions LLC grew its holdings in Schwab Fundamental U.S. Small Company ETF by 3.4% in the fourth quarter. Dynamic Advisor Solutions LLC now owns 18,007 shares of the exchange traded fund’s stock valued at $567,000 after purchasing an additional 599 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of FNDA stock opened at $32.78 on Monday. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $23.49 and a fifty-two week high of $35.31. The stock has a market cap of $9.38 billion, a P/E ratio of 17.12 and a beta of 1.10. The business has a fifty day simple moving average of $33.50 and a 200-day simple moving average of $32.26.

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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.