HORAN Wealth LLC Buys 291,350 Shares of Schwab Fundamental U.S. Small Company ETF $FNDA

HORAN Wealth LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 102.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 577,082 shares of the exchange traded fund’s stock after purchasing an additional 291,350 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises 1.8% of HORAN Wealth LLC’s investment portfolio, making the stock its 10th biggest holding. HORAN Wealth LLC owned about 0.20% of Schwab Fundamental U.S. Small Company ETF worth $18,680,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently made changes to their positions in the company. Waddell & Associates LLC boosted its holdings in Schwab Fundamental U.S. Small Company ETF by 1.5% in the fourth quarter. Waddell & Associates LLC now owns 2,823,762 shares of the exchange traded fund’s stock worth $88,977,000 after acquiring an additional 41,512 shares in the last quarter. Prairiewood Capital LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 3.2% during the first quarter. Prairiewood Capital LLC now owns 2,053,795 shares of the exchange traded fund’s stock valued at $66,605,000 after acquiring an additional 63,840 shares in the last quarter. Steele Capital Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 4.2% during the fourth quarter. Steele Capital Management Inc. now owns 2,047,126 shares of the exchange traded fund’s stock valued at $64,505,000 after acquiring an additional 81,671 shares in the last quarter. UBS Group AG raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 5.7% during the fourth quarter. UBS Group AG now owns 1,428,932 shares of the exchange traded fund’s stock worth $45,026,000 after purchasing an additional 76,901 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.3% during the first quarter. Riverpoint Wealth Management Holdings LLC now owns 1,157,772 shares of the exchange traded fund’s stock worth $37,547,000 after purchasing an additional 14,946 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Down 0.7%

Shares of FNDA opened at $37.39 on Tuesday. The stock has a market cap of $9.17 billion, a P/E ratio of 17.12 and a beta of 1.02. The business’s fifty day moving average is $36.65 and its 200 day moving average is $34.82. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $28.43 and a 12-month high of $38.29.

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.