Moller Wealth Partners Grows Stock Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Moller Wealth Partners grew its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 15.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,283,119 shares of the exchange traded fund’s stock after acquiring an additional 168,858 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for 8.1% of Moller Wealth Partners’ portfolio, making the stock its 2nd biggest holding. Moller Wealth Partners owned approximately 0.44% of Schwab Fundamental U.S. Small Company ETF worth $36,761,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in FNDA. Brighton Jones LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 97.5% in the 4th quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock worth $379,000 after acquiring an additional 6,299 shares during the last quarter. Revolve Wealth Partners LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth approximately $256,000. Northern Trust Corp increased its stake in Schwab Fundamental U.S. Small Company ETF by 967.5% in the 4th quarter. Northern Trust Corp now owns 39,454 shares of the exchange traded fund’s stock worth $1,172,000 after acquiring an additional 35,758 shares during the last quarter. Quantinno Capital Management LP bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth approximately $279,000. Finally, Waverly Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 123.4% in the 4th quarter. Waverly Advisors LLC now owns 249,823 shares of the exchange traded fund’s stock worth $7,420,000 after acquiring an additional 137,979 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $31.43 on Thursday. The stock has a market cap of $9.03 billion, a price-to-earnings ratio of 17.12 and a beta of 1.19. The stock has a 50 day moving average price of $30.32 and a 200-day moving average price of $28.40. Schwab Fundamental U.S. Small Company ETF has a one year low of $23.49 and a one year high of $32.71.

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.