Moller Wealth Partners Makes New Investment in Schwab Fundamental U.S. Small Company ETF $FNDA

Moller Wealth Partners acquired a new position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,238,357 shares of the exchange traded fund’s stock, valued at approximately $43,342,000. Schwab Fundamental U.S. Small Company ETF accounts for approximately 8.0% of Moller Wealth Partners’ portfolio, making the stock its 2nd largest holding. Moller Wealth Partners owned approximately 0.50% of Schwab Fundamental U.S. Small Company ETF at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Prairiewood Capital LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 3.2% during the first quarter. Prairiewood Capital LLC now owns 2,053,795 shares of the exchange traded fund’s stock worth $66,605,000 after buying an additional 63,840 shares during the period. Wealth Forward LLC grew its holdings in Schwab Fundamental U.S. Small Company ETF by 91.0% in the 3rd quarter. Wealth Forward LLC now owns 1,153,317 shares of the exchange traded fund’s stock worth $40,366,000 after buying an additional 549,476 shares in the last quarter. Riverpoint Wealth Management Holdings LLC increased its position in Schwab Fundamental U.S. Small Company ETF by 1.3% in the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 1,157,772 shares of the exchange traded fund’s stock valued at $37,547,000 after acquiring an additional 14,946 shares during the period. Solitude Financial Services increased its position in Schwab Fundamental U.S. Small Company ETF by 3.0% in the 1st quarter. Solitude Financial Services now owns 1,029,893 shares of the exchange traded fund’s stock valued at $35,573,000 after acquiring an additional 30,300 shares during the period. Finally, Bank of America Corp DE increased its position in Schwab Fundamental U.S. Small Company ETF by 1.4% in the 1st quarter. Bank of America Corp DE now owns 900,070 shares of the exchange traded fund’s stock valued at $29,189,000 after acquiring an additional 12,819 shares during the period.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of Schwab Fundamental U.S. Small Company ETF stock opened at $35.63 on Friday. The business’s fifty day moving average price is $36.58 and its two-hundred day moving average price is $36.28. The company has a market capitalization of $8.78 billion, a P/E ratio of 17.12 and a beta of 1.05. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $29.31 and a 1-year high of $38.59.

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.