Schwab Fundamental U.S. Small Company ETF $FNDA Shares Purchased by Solitude Financial Services

Solitude Financial Services grew its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 3.0% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 1,029,893 shares of the exchange traded fund’s stock after acquiring an additional 30,300 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises about 10.5% of Solitude Financial Services’ portfolio, making the stock its 3rd biggest holding. Solitude Financial Services owned approximately 0.36% of Schwab Fundamental U.S. Small Company ETF worth $35,573,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of FNDA. Wellington Management Group LLP bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the third quarter worth $15,153,000. Mariner LLC raised its position in Schwab Fundamental U.S. Small Company ETF by 61.6% during the 4th quarter. Mariner LLC now owns 518,355 shares of the exchange traded fund’s stock worth $16,333,000 after purchasing an additional 197,637 shares during the last quarter. Winter & Associates Inc. acquired a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth about $6,044,000. Marble Wealth LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth about $6,007,000. Finally, Focus Partners Advisor Solutions LLC grew its position in shares of Schwab Fundamental U.S. Small Company ETF by 88.4% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 390,210 shares of the exchange traded fund’s stock valued at $12,051,000 after buying an additional 183,044 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of FNDA stock opened at $36.98 on Friday. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $27.68 and a 1-year high of $37.76. The stock has a market cap of $10.61 billion, a price-to-earnings ratio of 17.12 and a beta of 1.03. The stock has a 50-day moving average of $35.71 and a 200-day moving average of $33.99.

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.