Schwab Fundamental U.S. Small Company ETF $FNDA Position Boosted by Collective Family Office LLC

Collective Family Office LLC increased its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 4.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 390,724 shares of the exchange traded fund’s stock after acquiring an additional 16,116 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up approximately 3.0% of Collective Family Office LLC’s holdings, making the stock its 6th biggest holding. Collective Family Office LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $14,871,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of FNDA. Phillips Financial Management LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth approximately $26,000. Russell Investments Group Ltd. boosted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% during the fourth quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 410 shares during the last quarter. Osbon Capital Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the fourth quarter worth $28,000. Smartleaf Asset Management LLC grew its position in shares of Schwab Fundamental U.S. Small Company ETF by 214.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 654 shares during the period. Finally, High Note Wealth LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter valued at $34,000.

Schwab Fundamental U.S. Small Company ETF Trading Up 1.6%

Schwab Fundamental U.S. Small Company ETF stock opened at $37.77 on Tuesday. The firm has a market capitalization of $9.27 billion, a P/E ratio of 17.12 and a beta of 1.02. The stock has a fifty day moving average price of $37.08 and a 200 day moving average price of $35.16. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $28.97 and a 52 week high of $38.29.

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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.