Lido Advisors LLC trimmed its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 17.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 69,164 shares of the exchange traded fund’s stock after selling 14,582 shares during the quarter. Lido Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $2,243,000 at the end of the most recent quarter.
Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 97.5% during the 4th quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock worth $379,000 after buying an additional 6,299 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth $256,000. Royal Bank of Canada lifted its holdings in Schwab Fundamental U.S. Small Company ETF by 58.3% in the first quarter. Royal Bank of Canada now owns 104,110 shares of the exchange traded fund’s stock valued at $2,852,000 after acquiring an additional 38,354 shares during the period. AQR Capital Management LLC acquired a new stake in Schwab Fundamental U.S. Small Company ETF in the first quarter valued at $711,000. Finally, Goldman Sachs Group Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth $274,000.
Schwab Fundamental U.S. Small Company ETF Price Performance
NYSEARCA:FNDA opened at $37.34 on Monday. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $28.43 and a fifty-two week high of $38.29. The stock has a market cap of $9.17 billion, a PE ratio of 17.12 and a beta of 1.02. The firm’s fifty day simple moving average is $36.83 and its 200-day simple moving average is $34.98.
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.
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