Johnson Bixby & Associates LLC Acquires 84,221 Shares of Schwab Fundamental U.S. Small Company ETF $FNDA

Johnson Bixby & Associates LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 39.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 298,854 shares of the exchange traded fund’s stock after buying an additional 84,221 shares during the period. Schwab Fundamental U.S. Small Company ETF comprises 1.2% of Johnson Bixby & Associates LLC’s portfolio, making the stock its 22nd largest holding. Johnson Bixby & Associates LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $9,692,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Prairiewood Capital LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 3.2% during the 1st quarter. Prairiewood Capital LLC now owns 2,053,795 shares of the exchange traded fund’s stock worth $66,605,000 after acquiring an additional 63,840 shares during the last quarter. Solitude Financial Services increased its stake in shares of Schwab Fundamental U.S. Small Company ETF by 3.0% in the 1st quarter. Solitude Financial Services now owns 1,029,893 shares of the exchange traded fund’s stock worth $35,573,000 after purchasing an additional 30,300 shares in the last quarter. Rockefeller Capital Management L.P. raised its holdings in Schwab Fundamental U.S. Small Company ETF by 8.2% in the 4th quarter. Rockefeller Capital Management L.P. now owns 23,399 shares of the exchange traded fund’s stock worth $737,000 after purchasing an additional 1,774 shares during the period. Osbon Capital Management LLC bought a new position in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth $28,000. Finally, Nalls Sherbakoff Group LLC bought a new position in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth $650,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

NYSEARCA FNDA opened at $36.98 on Monday. The business’s fifty day moving average is $35.71 and its 200 day moving average is $34.01. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $27.68 and a fifty-two week high of $37.76. The company has a market capitalization of $10.61 billion, a PE 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.