Schwab Fundamental U.S. Small Company ETF $FNDA Shares Acquired by Seven Springs Wealth Group LLC

Seven Springs Wealth Group LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 11.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 423,608 shares of the exchange traded fund’s stock after buying an additional 43,637 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for approximately 3.0% of Seven Springs Wealth Group LLC’s holdings, making the stock its 8th largest holding. Seven Springs Wealth Group LLC owned about 0.15% of Schwab Fundamental U.S. Small Company ETF worth $12,136,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Warner Financial Inc. raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 2.4% during the second quarter. Warner Financial Inc. now owns 18,241 shares of the exchange traded fund’s stock valued at $523,000 after purchasing an additional 423 shares during the period. Horan Securities Inc. grew its holdings in Schwab Fundamental U.S. Small Company ETF by 2.8% during the 2nd quarter. Horan Securities Inc. now owns 17,257 shares of the exchange traded fund’s stock valued at $494,000 after purchasing an additional 473 shares in the last quarter. HHM Wealth Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 0.6% during the 2nd quarter. HHM Wealth Advisors LLC now owns 89,850 shares of the exchange traded fund’s stock worth $2,574,000 after buying an additional 500 shares during the period. Salomon & Ludwin LLC lifted its holdings in 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 worth $29,000 after buying an additional 516 shares in the last quarter. Finally, Freestone Capital Holdings LLC lifted its holdings in Schwab Fundamental U.S. Small Company ETF by 4.4% in the 1st quarter. Freestone Capital Holdings LLC now owns 13,386 shares of the exchange traded fund’s stock worth $367,000 after buying an additional 568 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $31.85 on Friday. The business has a 50-day moving average of $30.90 and a 200-day moving average of $30.05. The company has a market capitalization of $9.07 billion, a PE ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $23.49 and a 1-year high of $32.19.

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.