Guardian Financial Partners LLC lifted its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 20.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,779 shares of the exchange traded fund’s stock after buying an additional 5,296 shares during the period. Guardian Financial Partners LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $870,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently modified their holdings of FNDA. Charles Schwab Investment Management Inc. boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 101.7% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 199,188,684 shares of the exchange traded fund’s stock worth $5,915,904,000 after buying an additional 100,433,280 shares during the period. Waddell & Associates LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 102.3% in the fourth quarter. Waddell & Associates LLC now owns 2,596,060 shares of the exchange traded fund’s stock worth $77,103,000 after buying an additional 1,312,970 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 99.5% in the fourth quarter. Ameriprise Financial Inc. now owns 1,739,593 shares of the exchange traded fund’s stock worth $51,910,000 after buying an additional 867,410 shares during the period. Cerity Partners LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 621.4% in the fourth quarter. Cerity Partners LLC now owns 911,712 shares of the exchange traded fund’s stock worth $27,081,000 after buying an additional 785,327 shares during the period. Finally, Ironwood Investment Counsel LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 122.8% in the fourth quarter. Ironwood Investment Counsel LLC now owns 985,457 shares of the exchange traded fund’s stock worth $29,268,000 after buying an additional 543,077 shares during the period.
Schwab Fundamental U.S. Small Company ETF Stock Performance
NYSEARCA:FNDA opened at $27.98 on Monday. Schwab Fundamental U.S. Small Company ETF has a one year low of $23.49 and a one year high of $32.71. The business’s 50-day simple moving average is $27.22 and its 200 day simple moving average is $28.43. The stock has a market cap of $8.15 billion, a price-to-earnings ratio of 17.44 and a beta of 1.10.
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.
Featured Articles
- Five stocks we like better than Schwab Fundamental U.S. Small Company ETF
- Most Volatile Stocks, What Investors Need to Know
- Tech, Financials, Industrials: 3 Leading Sectors of 2025
- Are Penny Stocks a Good Fit for Your Portfolio?
- The Boring Is Beautiful Portfolio: 3 Stocks for a Worried World
- Insider Trading – What You Need to Know
- More Than a Monetary Metal: Silver’s Case for Outperformance
Want to see what other hedge funds are holding FNDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report).
Receive News & Ratings for Schwab Fundamental U.S. Small Company ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Small Company ETF and related companies with MarketBeat.com's FREE daily email newsletter.