Kelman Lazarov Inc. increased its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 3.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 69,024 shares of the exchange traded fund’s stock after buying an additional 2,245 shares during the quarter. Kelman Lazarov Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $1,978,000 as of its most recent SEC filing.
A number of other hedge funds have also modified their holdings of the company. Charles Schwab Investment Management Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 0.6% during the first quarter. Charles Schwab Investment Management Inc. now owns 200,289,288 shares of the exchange traded fund’s stock worth $5,485,924,000 after buying an additional 1,100,604 shares in the last quarter. Waddell & Associates LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 1.6% during the first quarter. Waddell & Associates LLC now owns 2,636,391 shares of the exchange traded fund’s stock worth $72,211,000 after buying an additional 40,331 shares in the last quarter. Prairiewood Capital LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 12.0% during the second quarter. Prairiewood Capital LLC now owns 1,755,747 shares of the exchange traded fund’s stock worth $50,302,000 after buying an additional 187,569 shares in the last quarter. Moller Wealth Partners grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 15.2% during the second quarter. Moller Wealth Partners now owns 1,283,119 shares of the exchange traded fund’s stock worth $36,761,000 after buying an additional 168,858 shares in the last quarter. Finally, Ironwood Investment Counsel LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 26.3% during the first quarter. Ironwood Investment Counsel LLC now owns 1,245,013 shares of the exchange traded fund’s stock worth $34,101,000 after buying an additional 259,556 shares in the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Performance
Shares of NYSEARCA FNDA opened at $30.57 on Friday. The stock has a 50 day moving average price of $30.99 and a 200 day moving average price of $28.91. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $23.49 and a 52 week high of $32.71. The stock has a market capitalization of $8.71 billion, a PE ratio of 17.12 and a beta of 1.19.
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.
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