Stephens Inc. AR Increases Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

Stephens Inc. AR increased its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 8.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,726 shares of the exchange traded fund’s stock after buying an additional 1,732 shares during the period. Stephens Inc. AR’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $651,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Silver Oak Securities Incorporated grew its stake in Schwab Fundamental U.S. Small Company ETF by 1.3% in the first quarter. Silver Oak Securities Incorporated now owns 29,191 shares of the exchange traded fund’s stock valued at $798,000 after purchasing an additional 386 shares during the last quarter. Lafayette Investments Inc. grew its stake in Schwab Fundamental U.S. Small Company ETF by 3.3% in the first quarter. Lafayette Investments Inc. now owns 12,551 shares of the exchange traded fund’s stock valued at $344,000 after purchasing an additional 401 shares during the last quarter. Warner Financial Inc. grew its stake in Schwab Fundamental U.S. Small Company ETF by 2.4% in the second quarter. Warner Financial Inc. now owns 18,241 shares of the exchange traded fund’s stock valued at $523,000 after purchasing an additional 423 shares during the last quarter. Salomon & Ludwin LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 110.7% in the second quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 516 shares during the last quarter. Finally, Tempus Wealth Planning LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 3.5% in the first quarter. Tempus Wealth Planning LLC now owns 15,817 shares of the exchange traded fund’s stock valued at $433,000 after purchasing an additional 531 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA opened at $31.51 on Friday. The business’s 50-day moving average is $31.09 and its two-hundred day moving average is $29.10. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $23.49 and a 1 year high of $32.71. The firm has a market capitalization of $8.98 billion, a PE 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.