FNDA
Schwab Fundamental U.S. Small Company Index ETF · Financial Services
Schwab Fundamental U.S. Small Company Index ETF · Financial Services
The fund's goal is to track as closely as possible, before fees and expenses, the total return of an index that measures the performance of small U.S. companies based on their fundamental size and weight.
Financial Services
Asset Management
2013-08-15
1.18

JPMorgan Chase and Co. cut its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 46.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 78,855 shares of the exchange traded fund's stock after selling 67,486 shares during

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.

Market-cap weighting has a structural flaw that most investors overlook: it automatically overweights whatever has already gotten expensive.

Schwab Fundamental US Small Company ETF offers diversified small-cap exposure using the RAFI methodology. FNDA features low company-specific risk, broad sector diversification, value characteristics, and strong dividend growth, even though its yield remains low. FNDA has outperformed the Russell 2000 benchmark in return and Sharpe ratio.

The stock market is shifting away from a few dozen tech and mega-cap winners into stocks that have been under-the-radar and left behind.

Designed to provide broad exposure to the Small Cap Value segment of the US equity market, the Schwab Fundamental U.S. Small Company ETF (FNDA) is a passively managed exchange traded fund launched on August 13, 2013.
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