Schwab Fundamental U.S. Small Company ETF $FNDA is Moller Wealth Partners’ 2nd Largest Position

Moller Wealth Partners cut its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 3.8% during the third quarter, Holdings Channel.com reports. The firm owned 1,234,398 shares of the exchange traded fund’s stock after selling 48,721 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up approximately 8.0% of Moller Wealth Partners’ portfolio, making the stock its 2nd biggest position. Moller Wealth Partners’ holdings in Schwab Fundamental U.S. Small Company ETF were worth $38,464,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Salomon & Ludwin LLC grew its stake in shares of Schwab Fundamental U.S. Small Company ETF by 110.7% in the 2nd quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 516 shares during the period. Smartleaf Asset Management LLC lifted its holdings in Schwab Fundamental U.S. Small Company ETF by 4,979.2% in the first quarter. Smartleaf Asset Management LLC now owns 1,219 shares of the exchange traded fund’s stock valued at $33,000 after acquiring an additional 1,195 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new position in Schwab Fundamental U.S. Small Company ETF in the second quarter worth approximately $35,000. SYM FINANCIAL Corp purchased a new position in Schwab Fundamental U.S. Small Company ETF in the second quarter worth approximately $36,000. Finally, Hoey Investments Inc. acquired a new stake in Schwab Fundamental U.S. Small Company ETF during the second quarter worth $43,000.

Schwab Fundamental U.S. Small Company ETF Stock Down 0.2%

Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $32.15 on Tuesday. The business’s fifty day simple moving average is $31.00 and its 200-day simple moving average is $30.28. The firm has a market cap of $9.16 billion, a PE ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $23.49 and a 52 week high of $32.72.

Schwab Fundamental U.S. Small Company ETF Profile

(Free Report)

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.

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Want to see what other hedge funds are holding FNDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report).