Schwab Fundamental U.S. Small Company ETF $FNDA Shares Sold by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC cut its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 18.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 225,270 shares of the exchange traded fund’s stock after selling 50,820 shares during the period. Schwab Fundamental U.S. Small Company ETF accounts for about 1.0% of Pasadena Private Wealth LLC’s holdings, making the stock its 27th biggest position. Pasadena Private Wealth LLC owned approximately 0.08% of Schwab Fundamental U.S. Small Company ETF worth $7,019,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. AlphaCore Capital LLC boosted its stake in Schwab Fundamental U.S. Small Company ETF by 25,486.2% during the 2nd quarter. AlphaCore Capital LLC now owns 897,565 shares of the exchange traded fund’s stock worth $25,715,000 after purchasing an additional 894,057 shares during the period. HORAN Wealth LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the second quarter worth about $7,632,000. Prairiewood Capital LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 12.0% during the second quarter. Prairiewood Capital LLC now owns 1,755,747 shares of the exchange traded fund’s stock worth $50,302,000 after buying an additional 187,569 shares during the last quarter. Moller Wealth Partners grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 15.2% during the second quarter. Moller Wealth Partners now owns 1,283,119 shares of the exchange traded fund’s stock worth $36,761,000 after buying an additional 168,858 shares during the last quarter. Finally, Signal Tree Financial Partners LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF in the 2nd quarter valued at about $4,111,000.

Schwab Fundamental U.S. Small Company ETF Stock Up 0.9%

FNDA opened at $33.33 on Friday. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $23.49 and a 52 week high of $33.41. The business has a 50 day moving average price of $31.49 and a two-hundred day moving average price of $30.79. The company has a market cap of $9.48 billion, a PE ratio of 17.12 and a beta of 1.10.

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.