Collective Family Office LLC Has $7.50 Million Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Collective Family Office LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 20.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 148,629 shares of the exchange traded fund’s stock after buying an additional 25,642 shares during the period. Schwab Fundamental U.S. Small Company Index ETF makes up about 2.9% of Collective Family Office LLC’s investment portfolio, making the stock its 5th largest position. Collective Family Office LLC owned about 0.11% of Schwab Fundamental U.S. Small Company Index ETF worth $7,498,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Sandy Spring Bank acquired a new position in Schwab Fundamental U.S. Small Company Index ETF during the 4th quarter valued at $32,000. Sound Income Strategies LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 84.9% in the first quarter. Sound Income Strategies LLC now owns 723 shares of the exchange traded fund’s stock valued at $35,000 after buying an additional 332 shares during the period. WealthPLAN Partners LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF during the first quarter worth about $45,000. Citigroup Inc. bought a new position in Schwab Fundamental U.S. Small Company Index ETF during the first quarter valued at about $52,000. Finally, Ritter Daniher Financial Advisory LLC DE acquired a new position in Schwab Fundamental U.S. Small Company Index ETF in the 1st quarter valued at approximately $55,000.

Schwab Fundamental U.S. Small Company Index ETF Stock Performance

Shares of NYSEARCA:FNDA traded down $0.12 during trading on Monday, hitting $49.89. 226,872 shares of the stock were exchanged, compared to its average volume of 239,233. The company has a market capitalization of $6.53 billion, a price-to-earnings ratio of 13.99 and a beta of 1.19. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $42.35 and a 1-year high of $53.85. The company’s fifty day simple moving average is $51.54 and its 200-day simple moving average is $49.39.

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.