51,437 Shares in Schwab Fundamental U.S. Small Company ETF $FNDA Acquired by Flatrock Wealth Partners LLC

Flatrock Wealth Partners LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 51,437 shares of the exchange traded fund’s stock, valued at approximately $1,668,000.

Several other large investors also recently made changes to their positions in the stock. Waddell & Associates LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 1.5% in the 4th quarter. Waddell & Associates LLC now owns 2,823,762 shares of the exchange traded fund’s stock valued at $88,977,000 after acquiring an additional 41,512 shares in the last quarter. Prairiewood Capital LLC increased its holdings in 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 purchasing an additional 63,840 shares in the last quarter. Steele Capital Management Inc. raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 4.2% in the 4th quarter. Steele Capital Management Inc. now owns 2,047,126 shares of the exchange traded fund’s stock valued at $64,505,000 after purchasing an additional 81,671 shares during the period. UBS Group AG lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 5.7% in the fourth quarter. UBS Group AG now owns 1,428,932 shares of the exchange traded fund’s stock valued at $45,026,000 after purchasing an additional 76,901 shares in the last quarter. Finally, Riverpoint Wealth Management Holdings LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 2.0% in the fourth quarter. Riverpoint Wealth Management Holdings LLC now owns 1,142,826 shares of the exchange traded fund’s stock valued at $36,010,000 after purchasing an additional 22,347 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA stock opened at $37.28 on Wednesday. The stock has a market capitalization of $9.14 billion, a P/E ratio of 17.12 and a beta of 1.02. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $28.43 and a fifty-two week high of $38.29. The business has a 50-day moving average of $36.34 and a 200-day moving average of $34.47.

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.