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Concurrent Investment Advisors LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 41,526 shares of the exchange traded fund's stock, valued at approximately $1,580,000. Other hedge funds have also
Launched on August 13, 2013, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
A smart beta exchange traded fund, the Schwab Fundamental U.S. Small Company ETF (FNDA) debuted on 08/13/2013, and offers broad exposure to the Style Box - Small Cap Value category of the market.
FNDA is a fundamentally weighted small-cap ETF with 900+ holdings, strong sector diversification features, and a reasonably low 0.25% expense ratio. The fundamental screens emphasize sales, operating cash flow, and dividend/buybacks over the last five years, but a potential weakness is the lack of a growth component. As a result, ETFs like SCHA, IWM, IJR, and FESM look stronger on several of FNDA's own criteria. These ETFs also feature competitive and, in some cases, cheaper P/E ratios.
If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Small Company ETF (FNDA), a passively managed exchange traded fund launched on August 13, 2013.
The Schwab Fundamental U.S. Small Company ETF (FNDA) made its debut on 08/13/2013, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
Small-cap stocks have quietly been outperforming the S&P 500 through early 2026, a rotation that many investors who stayed concentrated in large-cap technology missed entirely. At the same time, the Russell 2000 has been climbing while the narrative around mega-cap dominance has begun to fracture, and the funds positioned to capture that shift are not... 3 Small-Cap ETFs Beating the S&P 500 Right Now That Most Investors Have Never Heard Of
BCS Wealth Management lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 125.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 83,479 shares of the exchange traded fund's stock after buying an additional 46,420 shares during the