Johnson Bixby & Associates LLC Has $6.76 Million Stock Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Johnson Bixby & Associates LLC cut its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 11.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 214,633 shares of the exchange traded fund’s stock after selling 26,620 shares during the period. Schwab Fundamental U.S. Small Company ETF makes up 0.8% of Johnson Bixby & Associates LLC’s holdings, making the stock its 24th biggest holding. Johnson Bixby & Associates LLC owned 0.08% of Schwab Fundamental U.S. Small Company ETF worth $6,763,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the business. Cullen Frost Bankers Inc. acquired a new position in Schwab Fundamental U.S. Small Company ETF during the 3rd quarter valued at about $28,000. Triumph Capital Management purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the third quarter worth approximately $38,000. PFS Partners LLC bought a new position in shares of Schwab Fundamental U.S. Small Company ETF in the third quarter valued at approximately $39,000. Blue Trust Inc. purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF during the third quarter valued at approximately $49,000. Finally, Caitlin John LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF during the third quarter worth $56,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

NYSEARCA FNDA opened at $31.85 on Monday. The firm has a market capitalization of $9.09 billion, a P/E ratio of 17.12 and a beta of 1.10. The business has a fifty day simple moving average of $33.64 and a 200 day simple moving average of $32.23. Schwab Fundamental U.S. Small Company ETF has a 12 month low of $23.49 and a 12 month high of $35.31.

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.