Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 101.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,437 shares of the exchange traded fund’s stock after purchasing an additional 14,799 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $874,000 as of its most recent SEC filing.
Several other large investors also recently bought and sold shares of the stock. Envestnet Asset Management Inc. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 30.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 43,619 shares of the exchange traded fund’s stock worth $2,396,000 after acquiring an additional 10,204 shares in the last quarter. Creative Planning boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 8.3% during the 2nd quarter. Creative Planning now owns 134,862 shares of the exchange traded fund’s stock worth $7,407,000 after acquiring an additional 10,368 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 180,814 shares of the exchange traded fund’s stock worth $9,930,000 after acquiring an additional 1,112 shares in the last quarter. EP Wealth Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 75.7% during the 2nd quarter. EP Wealth Advisors LLC now owns 22,802 shares of the exchange traded fund’s stock worth $1,252,000 after acquiring an additional 9,825 shares in the last quarter. Finally, Cetera Investment Advisers boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.5% during the 2nd quarter. Cetera Investment Advisers now owns 41,813 shares of the exchange traded fund’s stock worth $2,296,000 after acquiring an additional 1,433 shares in the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.2 %
Shares of NYSEARCA FNDA opened at $30.54 on Wednesday. The stock has a market cap of $4.49 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.21 and a 52-week high of $32.71. The business has a 50-day moving average price of $30.71 and a 200 day moving average price of $29.86.
Schwab Fundamental U.S. Small Company Index 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.
Further Reading
- Five stocks we like better than Schwab Fundamental U.S. Small Company Index ETF
- Upcoming IPO Stock Lockup Period, Explained
- Survey Reveals: Top 150 Best Coffee Shops for Remote Workers and Business Deals [2025]
- 3 Stocks to Protect Your Portfolio from the Coronavirus Contagion
- What Does the Future Hold for Eli Lilly?
- What Investors Must Know About Over-the-Counter (OTC) Stocks
- Oracle Stock Drops Nearly 14% – Is Now the Time to Buy?
Receive News & Ratings for Schwab Fundamental U.S. Small Company Index ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Small Company Index ETF and related companies with MarketBeat.com's FREE daily email newsletter.