Solitude Financial Services increased its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 3.0% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,029,893 shares of the exchange traded fund’s stock after buying an additional 30,300 shares during the period. Schwab Fundamental U.S. Small Company ETF accounts for 10.5% of Solitude Financial Services’ holdings, making the stock its 3rd biggest holding. Solitude Financial Services’ holdings in Schwab Fundamental U.S. Small Company ETF were worth $35,573,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also bought and sold shares of FNDA. Sowell Financial Services LLC grew its holdings in Schwab Fundamental U.S. Small Company ETF by 0.3% during the 4th quarter. Sowell Financial Services LLC now owns 114,859 shares of the exchange traded fund’s stock worth $3,619,000 after acquiring an additional 343 shares during the period. Kestra Advisory Services LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 3.5% in the 4th quarter. Kestra Advisory Services LLC now owns 10,618 shares of the exchange traded fund’s stock valued at $335,000 after purchasing an additional 362 shares during the period. Russell Investments Group Ltd. lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% in the 4th quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 410 shares during the period. Comerica Bank boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.7% during the 4th quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock valued at $799,000 after purchasing an additional 413 shares in the last quarter. Finally, Sand Hill Global Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 6.0% during the 4th quarter. Sand Hill Global Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock valued at $252,000 after purchasing an additional 451 shares in the last quarter.
Schwab Fundamental U.S. Small Company ETF Price Performance
NYSEARCA FNDA opened at $36.98 on Friday. The business has a 50 day simple moving average of $35.71 and a 200 day simple moving average of $33.99. Schwab Fundamental U.S. Small Company ETF has a one year low of $27.68 and a one year high of $37.76. The stock has a market capitalization of $10.61 billion, a P/E ratio of 17.12 and a beta of 1.03.
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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.
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