Schwab Fundamental U.S. Small Company ETF $FNDA Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC trimmed its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 1.2% in the second quarter, HoldingsChannel reports. The firm owned 207,606 shares of the exchange traded fund’s stock after selling 2,525 shares during the period. Exencial Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $5,948,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Janney Montgomery Scott LLC boosted its stake in Schwab Fundamental U.S. Small Company ETF by 3.6% during the 1st quarter. Janney Montgomery Scott LLC now owns 31,784 shares of the exchange traded fund’s stock valued at $871,000 after purchasing an additional 1,114 shares during the period. Parallel Advisors LLC raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 8.4% during the 2nd quarter. Parallel Advisors LLC now owns 13,962 shares of the exchange traded fund’s stock worth $400,000 after buying an additional 1,077 shares in the last quarter. Goldman Sachs Group Inc. bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth about $274,000. QRG Capital Management Inc. raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 9.7% during the 2nd quarter. QRG Capital Management Inc. now owns 9,269 shares of the exchange traded fund’s stock worth $266,000 after buying an additional 817 shares in the last quarter. Finally, Atria Wealth Solutions Inc. raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 13.5% during the 1st quarter. Atria Wealth Solutions Inc. now owns 76,619 shares of the exchange traded fund’s stock worth $2,099,000 after buying an additional 9,103 shares in the last quarter.

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

FNDA stock opened at $31.11 on Wednesday. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $23.49 and a 52 week high of $32.71. The company has a market capitalization of $8.86 billion, a price-to-earnings ratio of 17.12 and a beta of 1.19. The firm’s 50-day moving average is $31.04 and its two-hundred day moving average is $28.99.

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.