Schwab Fundamental U.S. Small Company ETF $FNDA is Moller Wealth Partners’ 2nd Largest Position

Moller Wealth Partners cut its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 1.4% in the fourth quarter, HoldingsChannel reports. The fund owned 1,217,660 shares of the exchange traded fund’s stock after selling 16,738 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for 8.0% of Moller Wealth Partners’ portfolio, making the stock its 2nd biggest holding. Moller Wealth Partners’ holdings in Schwab Fundamental U.S. Small Company ETF were worth $38,368,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of FNDA. Cullen Frost Bankers Inc. acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter valued at about $28,000. Triumph Capital Management acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the third quarter worth approximately $38,000. PFS Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the third quarter worth approximately $39,000. Blue Trust Inc. purchased a new position in Schwab Fundamental U.S. Small Company ETF during the third quarter valued at approximately $49,000. Finally, Caitlin John LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the third quarter valued at approximately $56,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Schwab Fundamental U.S. Small Company ETF stock opened at $31.65 on Friday. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $23.49 and a twelve month high of $35.31. The firm has a market cap of $9.04 billion, a PE ratio of 17.12 and a beta of 1.10. The firm’s 50 day moving average price is $33.77 and its two-hundred day moving average price is $32.18.

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