Schwab Fundamental U.S. Small Company ETF $FNDA Holdings Trimmed by Ironwood Investment Counsel LLC

Ironwood Investment Counsel LLC trimmed its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 5.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,179,447 shares of the exchange traded fund’s stock after selling 65,566 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for approximately 5.0% of Ironwood Investment Counsel LLC’s investment portfolio, making the stock its 3rd largest holding. Ironwood Investment Counsel LLC owned approximately 0.41% of Schwab Fundamental U.S. Small Company ETF worth $33,791,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in FNDA. Brighton Jones LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 97.5% in 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 during the period. Revolve Wealth Partners LLC bought a new position in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth about $256,000. Allworth Financial LP grew its stake in Schwab Fundamental U.S. Small Company ETF by 38.1% in the 1st quarter. Allworth Financial LP now owns 7,681 shares of the exchange traded fund’s stock worth $202,000 after acquiring an additional 2,120 shares in the last quarter. Stephens Inc. AR increased its position in shares of Schwab Fundamental U.S. Small Company ETF by 14.0% during the first quarter. Stephens Inc. AR now owns 20,994 shares of the exchange traded fund’s stock worth $575,000 after acquiring an additional 2,584 shares during the period. Finally, Wealthfront Advisers LLC increased its position in shares of Schwab Fundamental U.S. Small Company ETF by 24.2% during the first quarter. Wealthfront Advisers LLC now owns 34,929 shares of the exchange traded fund’s stock worth $957,000 after acquiring an additional 6,812 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Schwab Fundamental U.S. Small Company ETF stock opened at $30.98 on Wednesday. The company has a market capitalization of $8.82 billion, a PE ratio of 17.12 and a beta of 1.10. The company has a 50 day moving average price of $31.09 and a 200-day moving average price of $29.64. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $23.49 and a fifty-two week high of $32.71.

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.