Schwab Fundamental U.S. Small Company ETF $FNDA Stock Position Increased by Collective Family Office LLC

Collective Family Office LLC grew its holdings in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 4.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 390,724 shares of the exchange traded fund’s stock after purchasing an additional 16,116 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up approximately 3.0% of Collective Family Office LLC’s portfolio, making the stock its 6th largest holding. Collective Family Office LLC owned 0.16% of Schwab Fundamental U.S. Small Company ETF worth $14,871,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Wellington Management Group LLP purchased a new stake in Schwab Fundamental U.S. Small Company ETF in the 3rd quarter valued at approximately $15,153,000. HORAN Wealth LLC increased its position in Schwab Fundamental U.S. Small Company ETF by 102.0% during the first quarter. HORAN Wealth LLC now owns 577,082 shares of the exchange traded fund’s stock worth $18,680,000 after buying an additional 291,350 shares in the last quarter. Mariner LLC increased its position in Schwab Fundamental U.S. Small Company ETF by 61.6% during the fourth quarter. Mariner LLC now owns 518,355 shares of the exchange traded fund’s stock worth $16,333,000 after buying an additional 197,637 shares in the last quarter. Winter & Associates Inc. acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth $6,044,000. Finally, Marble Wealth LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth $6,007,000.

Schwab Fundamental U.S. Small Company ETF Stock Up 1.6%

Shares of NYSEARCA:FNDA opened at $37.77 on Tuesday. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $28.97 and a 52-week high of $38.29. The stock’s fifty day simple moving average is $37.08 and its 200-day simple moving average is $35.16. The company has a market capitalization of $9.27 billion, a P/E ratio of 17.12 and a beta of 1.02.

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.