BCS Wealth Management decreased its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 39.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,773 shares of the exchange traded fund’s stock after selling 32,706 shares during the period. BCS Wealth Management’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $1,647,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FNDA. Wellington Management Group LLP acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the third quarter worth about $15,153,000. Mariner LLC increased its holdings in Schwab Fundamental U.S. Small Company ETF by 61.6% in the 4th 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 during the period. Winter & Associates Inc. acquired a new position in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth approximately $6,044,000. Marble Wealth LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth approximately $6,007,000. Finally, Focus Partners Advisor Solutions LLC raised its position in Schwab Fundamental U.S. Small Company ETF by 88.4% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 390,210 shares of the exchange traded fund’s stock worth $12,051,000 after buying an additional 183,044 shares during the last quarter.
Schwab Fundamental U.S. Small Company ETF Price Performance
NYSEARCA FNDA opened at $36.81 on Wednesday. The company has a market capitalization of $10.56 billion, a PE ratio of 17.12 and a beta of 1.03. The company has a fifty day moving average of $35.83 and a 200 day moving average of $34.08. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $28.20 and a 1 year high of $37.76.
About Schwab Fundamental U.S. Small Company ETF
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.
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