Lido Advisors LLC Reduces Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

Lido Advisors LLC cut its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 17.4% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 69,164 shares of the exchange traded fund’s stock after selling 14,582 shares during the quarter. Lido Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $2,243,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Sowell Financial Services LLC raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 0.3% during the 4th quarter. Sowell Financial Services LLC now owns 114,859 shares of the exchange traded fund’s stock worth $3,619,000 after buying an additional 343 shares during the last quarter. Kestra Advisory Services LLC increased its holdings in Schwab Fundamental U.S. Small Company ETF by 3.5% during the 4th quarter. Kestra Advisory Services LLC now owns 10,618 shares of the exchange traded fund’s stock valued at $335,000 after acquiring an additional 362 shares in the last quarter. Russell Investments Group Ltd. increased its holdings in Schwab Fundamental U.S. Small Company ETF by 94.3% during the 4th quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 410 shares in the last quarter. Comerica Bank raised its position in Schwab Fundamental U.S. Small Company ETF by 1.7% during the fourth quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock worth $799,000 after acquiring an additional 413 shares during the last quarter. Finally, Sand Hill Global Advisors LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 6.0% in the fourth quarter. Sand Hill Global Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock valued at $252,000 after purchasing an additional 451 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA stock opened at $37.34 on Monday. The company’s 50 day simple moving average is $36.83 and its 200-day simple moving average is $34.98. The firm has a market capitalization of $9.17 billion, a PE ratio of 17.12 and a beta of 1.02. Schwab Fundamental U.S. Small Company ETF has a 12 month low of $28.43 and a 12 month high of $38.29.

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.