Schwab Fundamental U.S. Small Company ETF $FNDA Stock: Wealth Forward LLC Increases Holdings

Wealth Forward LLC raised its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 91.0% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 1,153,317 shares of the exchange traded fund’s stock after buying an additional 549,476 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises about 17.9% of Wealth Forward LLC’s portfolio, making the stock its largest holding. Wealth Forward LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $40,366,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in FNDA. Womack Financial LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 3.4% during the 3rd quarter. Womack Financial LLC now owns 124,830 shares of the exchange traded fund’s stock worth $4,369,000 after acquiring an additional 4,156 shares during the period. Krilogy Financial LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 1.9% in the third quarter. Krilogy Financial LLC now owns 64,450 shares of the exchange traded fund’s stock valued at $2,294,000 after acquiring an additional 1,189 shares during the last quarter. Kaizen Financial Strategies increased its stake in Schwab Fundamental U.S. Small Company ETF by 64.2% in the third quarter. Kaizen Financial Strategies now owns 95,512 shares of the exchange traded fund’s stock valued at $3,343,000 after acquiring an additional 37,342 shares during the last quarter. Breakwater Capital Group increased its stake in Schwab Fundamental U.S. Small Company ETF by 7.7% in the third quarter. Breakwater Capital Group now owns 93,706 shares of the exchange traded fund’s stock valued at $3,280,000 after acquiring an additional 6,731 shares during the last quarter. Finally, Farther Finance Advisors LLC raised its position in Schwab Fundamental U.S. Small Company ETF by 2.1% during the third quarter. Farther Finance Advisors LLC now owns 84,903 shares of the exchange traded fund’s stock valued at $2,972,000 after purchasing an additional 1,749 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA traded down $0.59 during trading on Wednesday, hitting $35.09. 1,175,092 shares of the stock traded hands, compared to its average volume of 1,121,975. The business has a 50 day moving average price of $36.68 and a 200 day moving average price of $36.24. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $29.31 and a twelve month high of $38.59. The company has a market cap of $8.65 billion, a price-to-earnings ratio of 17.12 and a beta of 1.05.

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.