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

Moller Wealth Partners lowered its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,217,660 shares of the exchange traded fund’s stock after selling 16,738 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up about 8.0% of Moller Wealth Partners’ investment portfolio, making the stock its 2nd largest holding. Moller Wealth Partners owned approximately 0.43% of Schwab Fundamental U.S. Small Company ETF worth $38,368,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new stake in Schwab Fundamental U.S. Small Company ETF in the third quarter valued at $28,000. Triumph Capital Management acquired a new position in Schwab Fundamental U.S. Small Company ETF during the 3rd quarter worth $38,000. PFS Partners LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth about $39,000. Blue Trust Inc. bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth about $49,000. Finally, Caitlin John LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter valued at about $56,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of FNDA stock opened at $31.65 on Friday. Schwab Fundamental U.S. Small Company ETF has a one year low of $23.49 and a one year high of $35.31. The company’s 50-day simple moving average is $33.77 and its 200-day simple moving average is $32.18. The stock has a market capitalization of $9.04 billion, a price-to-earnings ratio of 17.12 and a beta of 1.10.

Schwab Fundamental U.S. Small Company ETF 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.