Johnson Bixby & Associates LLC Grows Stock Holdings in Schwab Fundamental U.S. Small Company ETF $FNDA

Johnson Bixby & Associates LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 39.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 298,854 shares of the exchange traded fund’s stock after purchasing an additional 84,221 shares during the period. Schwab Fundamental U.S. Small Company ETF comprises 1.2% of Johnson Bixby & Associates LLC’s portfolio, making the stock its 22nd largest holding. Johnson Bixby & Associates LLC owned about 0.10% of Schwab Fundamental U.S. Small Company ETF worth $9,692,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FNDA. Waddell & Associates LLC raised its stake in Schwab Fundamental U.S. Small Company ETF by 1.5% during the 4th quarter. Waddell & Associates LLC now owns 2,823,762 shares of the exchange traded fund’s stock valued at $88,977,000 after buying an additional 41,512 shares during the last quarter. Prairiewood Capital LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 3.2% during the 1st quarter. Prairiewood Capital LLC now owns 2,053,795 shares of the exchange traded fund’s stock valued at $66,605,000 after buying an additional 63,840 shares during the period. Steele Capital Management Inc. boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 4.2% in the 4th quarter. Steele Capital Management Inc. now owns 2,047,126 shares of the exchange traded fund’s stock worth $64,505,000 after buying an additional 81,671 shares during the last quarter. UBS Group AG boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 5.7% in the 4th quarter. UBS Group AG now owns 1,428,932 shares of the exchange traded fund’s stock worth $45,026,000 after buying an additional 76,901 shares during the last quarter. Finally, Riverpoint Wealth Management Holdings LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 2.0% in the fourth quarter. Riverpoint Wealth Management Holdings LLC now owns 1,142,826 shares of the exchange traded fund’s stock worth $36,010,000 after acquiring an additional 22,347 shares during the period.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of FNDA opened at $36.98 on Monday. The firm has a market capitalization of $10.61 billion, a P/E ratio of 17.12 and a beta of 1.03. Schwab Fundamental U.S. Small Company ETF has a one year low of $27.68 and a one year high of $37.76. The business has a fifty day moving average of $35.71 and a 200 day moving average of $34.01.

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.