Schwab Fundamental U.S. Small Company ETF $FNDA is Ironwood Investment Counsel LLC’s 3rd Largest Position

Ironwood Investment Counsel LLC lowered its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 4.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 988,333 shares of the exchange traded fund’s stock after selling 46,474 shares during the quarter. Schwab Fundamental U.S. Small Company ETF makes up about 4.3% of Ironwood Investment Counsel LLC’s portfolio, making the stock its 3rd biggest position. Ironwood Investment Counsel LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $31,142,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of FNDA. Phillips Financial Management LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth $26,000. Cullen Frost Bankers Inc. purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 3rd quarter worth $28,000. High Note Wealth LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth $34,000. Triumph Capital Management purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 3rd quarter worth $38,000. Finally, Flagship Harbor Advisors LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth $45,000.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA opened at $34.89 on Monday. The stock’s fifty day moving average is $33.91 and its two-hundred day moving average is $33.04. The company has a market capitalization of $10.01 billion, a P/E ratio of 17.12 and a beta of 1.05. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $26.96 and a 52 week high of $36.32.

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.