Liberty Square Wealth Partners LLC Reduces Stock Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Liberty Square Wealth Partners LLC cut its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 56.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,272 shares of the exchange traded fund’s stock after selling 79,584 shares during the period. Schwab Fundamental U.S. Small Company ETF makes up about 0.6% of Liberty Square Wealth Partners LLC’s holdings, 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 and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in FNDA. Brighton Jones LLC grew its position in shares of Schwab Fundamental U.S. Small Company ETF by 97.5% in the fourth quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock valued at $379,000 after purchasing an additional 6,299 shares in the last quarter. Revolve Wealth Partners LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter valued at approximately $256,000. Royal Bank of Canada grew its position in shares of Schwab Fundamental U.S. Small Company ETF by 58.3% in the first quarter. Royal Bank of Canada now owns 104,110 shares of the exchange traded fund’s stock valued at $2,852,000 after purchasing an additional 38,354 shares in the last quarter. AQR Capital Management LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the first quarter valued at approximately $711,000. Finally, Goldman Sachs Group Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the first quarter valued at approximately $274,000.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA stock opened at $35.75 on Friday. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $27.68 and a 1 year high of $36.53. The firm has a market capitalization of $10.25 billion, a PE ratio of 17.12 and a beta of 1.03. The business has a 50 day simple moving average of $34.90 and a 200-day simple moving average of $33.56.

About Schwab Fundamental U.S. Small Company ETF

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.