HORAN Wealth LLC Has $18.68 Million Stock Holdings in Schwab Fundamental U.S. Small Company ETF $FNDA

HORAN Wealth LLC raised its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 102.0% in the 1st quarter, HoldingsChannel.com reports. The firm owned 577,082 shares of the exchange traded fund’s stock after buying an additional 291,350 shares during the quarter. Schwab Fundamental U.S. Small Company ETF comprises 1.8% of HORAN Wealth LLC’s investment portfolio, making the stock its 10th largest position. HORAN Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $18,680,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Phillips Financial Management LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF during the fourth quarter valued at approximately $26,000. Russell Investments Group Ltd. lifted its stake in Schwab Fundamental U.S. Small Company ETF by 94.3% during the 4th quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 410 shares in the last quarter. Osbon Capital Management LLC bought a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter valued at $28,000. Smartleaf Asset Management LLC boosted its holdings in Schwab Fundamental U.S. Small Company ETF by 214.4% during the 4th quarter. Smartleaf Asset Management LLC now owns 959 shares of the exchange traded fund’s stock worth $31,000 after acquiring an additional 654 shares during the last quarter. Finally, High Note Wealth LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth $34,000.

Schwab Fundamental U.S. Small Company ETF Price Performance

NYSEARCA FNDA opened at $37.39 on Tuesday. The company has a fifty day moving average price of $36.65 and a 200-day moving average price of $34.82. The firm has a market cap of $9.17 billion, a price-to-earnings ratio of 17.12 and a beta of 1.02. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $28.43 and a 1 year high of $38.29.

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.