Goldstone Financial Group LLC Acquires 22,880 Shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA)

Goldstone Financial Group LLC boosted its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 5.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 442,411 shares of the exchange traded fund’s stock after buying an additional 22,880 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up about 1.8% of Goldstone Financial Group LLC’s holdings, making the stock its 13th biggest position. Goldstone Financial Group LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $12,118,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Continuum Advisory LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 140.5% in the 4th quarter. Continuum Advisory LLC now owns 909 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 531 shares during the last quarter. Assetmark Inc. grew its stake in Schwab Fundamental U.S. Small Company ETF by 262.8% in the 4th quarter. Assetmark Inc. now owns 1,052 shares of the exchange traded fund’s stock valued at $31,000 after buying an additional 762 shares during the last quarter. Financial Perspectives Inc grew its stake in Schwab Fundamental U.S. Small Company ETF by 100.0% in the 4th quarter. Financial Perspectives Inc now owns 1,088 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 544 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 100.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,130 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 565 shares during the last quarter. Finally, Cassady Schiller Wealth Management LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 100.0% in the 4th quarter. Cassady Schiller Wealth Management LLC now owns 1,144 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 572 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Trading Down 1.8%

NYSEARCA:FNDA opened at $27.83 on Friday. 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’s fifty day simple moving average is $26.94 and its 200 day simple moving average is $28.63. The firm has a market capitalization of $8.10 billion, a PE ratio of 17.44 and a beta of 1.10.

Schwab Fundamental U.S. Small Company ETF 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.