Pasadena Private Wealth LLC decreased its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 9.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 211,419 shares of the exchange traded fund’s stock after selling 21,660 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises about 0.9% of Pasadena Private Wealth LLC’s portfolio, making the stock its 21st largest holding. Pasadena Private Wealth LLC owned approximately 0.07% of Schwab Fundamental U.S. Small Company ETF worth $6,856,000 as of its most recent filing with the SEC.
Several other institutional investors also recently bought and sold shares of FNDA. Phillips Financial Management LLC bought a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 4th quarter valued at about $26,000. Russell Investments Group Ltd. increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% in 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 bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth about $28,000. Smartleaf Asset Management LLC lifted 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 worth $31,000 after buying an additional 654 shares in the last quarter. Finally, High Note Wealth LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth about $34,000.
Schwab Fundamental U.S. Small Company ETF Stock Performance
Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $37.74 on Monday. The stock has a 50 day moving average of $36.00 and a 200 day moving average of $34.20. Schwab Fundamental U.S. Small Company ETF has a 12 month low of $28.43 and a 12 month high of $37.79. The firm has a market cap of $10.82 billion, a PE ratio of 17.12 and a beta of 1.03.
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.
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