Sowell Financial Services LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 99,173 shares of the exchange traded fund’s stock, valued at approximately $3,471,000.
Other large investors have also recently bought and sold shares of the company. Concurrent Investment Advisors LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF during the second quarter worth $1,580,000. HORAN Wealth LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 102.0% during the 1st quarter. HORAN Wealth LLC now owns 577,082 shares of the exchange traded fund’s stock worth $18,680,000 after acquiring an additional 291,350 shares during the period. Flatrock Wealth Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth about $1,668,000. GatePass Capital LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth about $652,000. Finally, Riverpoint Wealth Management Holdings LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 1.3% during the first quarter. Riverpoint Wealth Management Holdings LLC now owns 1,157,772 shares of the exchange traded fund’s stock worth $37,547,000 after acquiring an additional 14,946 shares during the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Down 1.3%
Shares of NYSEARCA:FNDA opened at $35.98 on Friday. The stock has a market cap of $8.90 billion, a PE ratio of 17.12 and a beta of 1.05. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $29.31 and a 12-month high of $38.59. The business has a 50 day moving average of $36.10 and a 200-day moving average of $35.57.
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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