HORAN Wealth LLC Makes New Investment in Schwab Fundamental U.S. Small Company ETF $FNDA

HORAN Wealth LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) in the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 266,374 shares of the exchange traded fund’s stock, valued at approximately $7,632,000. Schwab Fundamental U.S. Small Company ETF makes up 2.3% of HORAN Wealth LLC’s holdings, making the stock its 11th largest position. HORAN Wealth LLC owned 0.09% of Schwab Fundamental U.S. Small Company ETF at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Salomon & Ludwin LLC increased its stake in Schwab Fundamental U.S. Small Company ETF by 110.7% during the 2nd quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 516 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter valued at approximately $35,000. Smartleaf Asset Management LLC grew its position 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 purchasing an additional 1,195 shares in the last quarter. SYM FINANCIAL Corp purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter valued at approximately $36,000. Finally, Hoey Investments Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the second quarter valued at approximately $43,000.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA stock opened at $30.74 on Thursday. The business has a 50 day simple moving average of $31.12 and a 200-day simple moving average of $29.47. The firm has a market capitalization of $8.76 billion, a PE ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $23.49 and a 1 year high of $32.71.

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.