Bartlett & CO. Wealth Management LLC Sells 21,454 Shares of Schwab Fundamental U.S. Small Company ETF $FNDA

Bartlett & CO. Wealth Management LLC trimmed its holdings in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 95.7% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 972 shares of the exchange traded fund’s stock after selling 21,454 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $28,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Bernard Wealth Management Corp. bought a new position in shares of Schwab Fundamental U.S. Small Company ETF in the first quarter valued at about $33,000. Smartleaf Asset Management LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 4,979.2% in the first quarter. Smartleaf Asset Management LLC now owns 1,219 shares of the exchange traded fund’s stock valued at $33,000 after buying an additional 1,195 shares during the last quarter. Hoey Investments Inc. bought a new position in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter valued at about $43,000. Salem Investment Counselors Inc. raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 250.9% in the first quarter. Salem Investment Counselors Inc. now owns 2,218 shares of the exchange traded fund’s stock valued at $61,000 after buying an additional 1,586 shares during the last quarter. Finally, Continuum Advisory LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 190.5% in the first quarter. Continuum Advisory LLC now owns 2,641 shares of the exchange traded fund’s stock valued at $72,000 after buying an additional 1,732 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Up 0.5%

Schwab Fundamental U.S. Small Company ETF stock opened at $31.43 on Friday. The stock has a 50-day simple moving average of $30.72 and a 200 day simple moving average of $28.70. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $23.49 and a 12-month high of $32.71. The stock has a market capitalization of $8.97 billion, a price-to-earnings ratio of 17.12 and a beta of 1.19.

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.