Schwab Fundamental U.S. Small Company ETF $FNDA Shares Sold by Liberty Square Wealth Partners LLC

Liberty Square Wealth Partners LLC lessened its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 56.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 62,272 shares of the exchange traded fund’s stock after selling 79,584 shares during the quarter. Schwab Fundamental U.S. Small Company ETF accounts for about 0.6% of Liberty Square Wealth Partners LLC’s portfolio, making the stock its 26th largest holding. Liberty Square Wealth Partners LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $1,962,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Vise Technologies Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 112.1% in the 4th quarter. Vise Technologies Inc. now owns 20,128 shares of the exchange traded fund’s stock valued at $634,000 after buying an additional 10,640 shares during the period. Continuum Advisory LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 9.3% in the 4th quarter. Continuum Advisory LLC now owns 8,096 shares of the exchange traded fund’s stock valued at $255,000 after buying an additional 689 shares during the period. Lido Advisors LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 2.2% in the 4th quarter. Lido Advisors LLC now owns 83,746 shares of the exchange traded fund’s stock valued at $2,616,000 after buying an additional 1,810 shares during the period. Private Wealth Asset Management LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 4th quarter valued at about $105,000. Finally, Marble Wealth LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 4th quarter valued at about $6,007,000.

Schwab Fundamental U.S. Small Company ETF Stock Down 2.0%

Shares of FNDA stock opened at $35.75 on Friday. The stock has a market cap of $10.25 billion, a PE ratio of 17.12 and a beta of 1.03. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $27.68 and a 52-week high of $36.53. The business has a 50-day simple moving average of $34.90 and a 200-day simple moving average of $33.56.

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