AlTi Global Inc. Sells 465 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

AlTi Global Inc. reduced its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 6.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,007 shares of the exchange traded fund’s stock after selling 465 shares during the period. AlTi Global Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $386,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the stock. Dorsey & Whitney Trust CO LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 20.3% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 13,731 shares of the exchange traded fund’s stock worth $760,000 after acquiring an additional 2,320 shares during the period. Waddell & Associates LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the fourth quarter. Waddell & Associates LLC now owns 1,250,165 shares of the exchange traded fund’s stock worth $69,202,000 after buying an additional 4,791 shares in the last quarter. Janney Montgomery Scott LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the first quarter worth $1,152,000. Corient Private Wealth LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 5.5% during the fourth quarter. Corient Private Wealth LLC now owns 19,838 shares of the exchange traded fund’s stock valued at $1,098,000 after buying an additional 1,040 shares during the period. Finally, Kathmere Capital Management LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 3.6% during the first quarter. Kathmere Capital Management LLC now owns 302,909 shares of the exchange traded fund’s stock worth $17,275,000 after buying an additional 10,607 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.7 %

NYSEARCA:FNDA opened at $59.10 on Friday. The stock has a market cap of $8.69 billion, a P/E ratio of 14.98 and a beta of 1.18. The business’s 50-day moving average price is $57.77 and its two-hundred day moving average price is $56.21. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $44.85 and a twelve month high of $61.00.

Schwab Fundamental U.S. Small Company Index 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.