Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Stock Holdings Lifted by Solitude Financial Services

Solitude Financial Services lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 4.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 538,038 shares of the exchange traded fund’s stock after acquiring an additional 24,609 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises approximately 13.7% of Solitude Financial Services’ holdings, making the stock its 3rd largest position. Solitude Financial Services owned approximately 0.37% of Schwab Fundamental U.S. Small Company Index ETF worth $29,549,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in FNDA. Johnson Financial Group Inc. boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 219.6% during the fourth quarter. Johnson Financial Group Inc. now owns 457 shares of the exchange traded fund’s stock worth $25,000 after purchasing an additional 314 shares during the period. Triad Wealth Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the second quarter worth approximately $26,000. Principal Securities Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter worth approximately $28,000. Woodmont Investment Counsel LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the first quarter worth approximately $32,000. Finally, Signature Resources Capital Management LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter valued at approximately $34,000.

Schwab Fundamental U.S. Small Company Index ETF Trading Up 0.4 %

NYSEARCA FNDA traded up $0.21 during trading on Friday, reaching $57.20. The company’s stock had a trading volume of 244,073 shares, compared to its average volume of 316,229. The stock has a market capitalization of $8.41 billion, a PE ratio of 14.98 and a beta of 1.18. The business has a 50-day moving average price of $56.16 and a 200-day moving average price of $55.49. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $44.85 and a 1-year high of $61.00.

Schwab Fundamental U.S. Small Company Index 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.