Goldstone Financial Group LLC Has $15.12 Million Holdings in Schwab Fundamental U.S. Small Company ETF $FNDA

Goldstone Financial Group LLC grew its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 3.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 485,146 shares of the exchange traded fund’s stock after acquiring an additional 18,086 shares during the period. Schwab Fundamental U.S. Small Company ETF accounts for about 1.8% of Goldstone Financial Group LLC’s investment portfolio, making the stock its 11th biggest position. Goldstone Financial Group LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $15,117,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Warner Financial Inc. raised its position in Schwab Fundamental U.S. Small Company ETF by 2.4% in the 2nd quarter. Warner Financial Inc. now owns 18,241 shares of the exchange traded fund’s stock worth $523,000 after purchasing an additional 423 shares during the last quarter. Horan Securities Inc. boosted its position in Schwab Fundamental U.S. Small Company ETF by 2.8% in the 2nd quarter. Horan Securities Inc. now owns 17,257 shares of the exchange traded fund’s stock valued at $494,000 after buying an additional 473 shares during the last quarter. HHM Wealth Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Small Company ETF by 0.6% in the 2nd quarter. HHM Wealth Advisors LLC now owns 89,850 shares of the exchange traded fund’s stock valued at $2,574,000 after buying an additional 500 shares during the period. Salomon & Ludwin LLC increased its stake in shares of Schwab Fundamental U.S. Small Company ETF by 110.7% in the 2nd quarter. Salomon & Ludwin LLC now owns 982 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 516 shares during the period. Finally, Geneos Wealth Management Inc. raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 31.6% during the first quarter. Geneos Wealth Management Inc. now owns 2,882 shares of the exchange traded fund’s stock worth $79,000 after acquiring an additional 692 shares during the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Down 0.0%

Shares of FNDA opened at $32.12 on Monday. The stock’s fifty day simple moving average is $31.25 and its 200-day simple moving average is $30.53. The firm has a market capitalization of $9.15 billion, a PE ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $23.49 and a 12-month high of $32.72.

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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.