Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Stock Position Raised by Moller Wealth Partners

Moller Wealth Partners boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 89.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,000,316 shares of the exchange traded fund’s stock after acquiring an additional 471,685 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises 7.8% of Moller Wealth Partners’ portfolio, making the stock its 2nd largest holding. Moller Wealth Partners owned approximately 0.68% of Schwab Fundamental U.S. Small Company Index ETF worth $29,709,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Johnson Investment Counsel Inc. raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 6.1% during the second quarter. Johnson Investment Counsel Inc. now owns 5,396 shares of the exchange traded fund’s stock worth $296,000 after purchasing an additional 308 shares during the period. Capital Advisors Inc. OK increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 7.8% during the 3rd quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after purchasing an additional 379 shares during the period. Brighton Jones LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 6.5% in the second quarter. Brighton Jones LLC now owns 6,445 shares of the exchange traded fund’s stock worth $354,000 after acquiring an additional 393 shares in the last quarter. Howe & Rusling Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 14.2% in the 3rd quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock worth $191,000 after acquiring an additional 399 shares during the last quarter. Finally, Horan Capital Advisors LLC. boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the third quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock worth $7,291,000 after buying an additional 442 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Performance

Shares of Schwab Fundamental U.S. Small Company Index ETF stock traded down $0.19 during trading on Tuesday, reaching $29.74. The company’s stock had a trading volume of 104,806 shares, compared to its average volume of 532,865. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $25.98 and a one year high of $32.71. The firm has a market cap of $4.37 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The business’s fifty day moving average price is $30.86 and its 200-day moving average price is $29.55.

Schwab Fundamental U.S. Small Company Index ETF 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.