Schwab Fundamental US Small Company Index ETF
FNDA

$56.23

1.59%

Market Cap: $8.54B

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

30% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 110

29% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 38

3% more funds holding

Funds holding: 364 [Q1] → 375 (+11) [Q2]

3% less capital invested

Capital invested by funds: $6.75B [Q1] → $6.52B (-$225M) [Q2]

2.78% less ownership

Funds ownership: 82.31% [Q1] → 79.52% (-2.78%) [Q2]

10% less funds holding in top 10

Funds holding in top 10: 21 [Q1] → 19 (-2) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for FNDA.

See Analyst Rankings

Financial journalist opinion

FNDA: Lagging Other Factor-Based Small-Cap ETFs

Schwab Fundamental U.S. Small Company ETF has a small-cap portfolio based on a fundamental size score. FNDA is diversified across holdings and sectors, with a tilt to industrials. Fundamental metrics are average, but FNDA has outperformed a small-cap benchmark since 2013.

FNDA: Lagging Other Factor-Based Small-Cap ETFs

Zacks Investment Research

Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?

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 08/13/2013.

Should Schwab Fundamental U.S. Small Company ETF (FNDA) Be on Your Investing Radar?

Zacks Investment Research

Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?

Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Small Company ETF (FNDA) provides investors broad exposure to the Style Box - Small Cap Value category of the market.

Is Schwab Fundamental U.S. Small Company ETF (FNDA) a Strong ETF Right Now?

Zacks Investment Research

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Small Company Index ETF (FNDA), a passively managed exchange traded fund launched on 08/13/2013.

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

Zacks Investment Research

Is Schwab Fundamental U.S. Small Company Index ETF (FNDA) a Strong ETF Right Now?

Designed to provide broad exposure to the Style Box - Small Cap Value category of the market, the Schwab Fundamental U.S. Small Company Index ETF (FNDA) is a smart beta exchange traded fund launched on 08/13/2013.

Is Schwab Fundamental U.S. Small Company Index ETF (FNDA) a Strong ETF Right Now?

FNDA: A Solid Small Cap ETF

The Schwab Fundamental U.S. Small Company Index ETF is a passively managed ETF with over 1,000 holdings. Since 2013, the Fund has garnered more than $8 billion in assets under management. Small cap stocks are currently trading at a discount relative to their large cap peers, presenting a potential opportunity.

FNDA: A Solid Small Cap ETF

FNDA: Reasons To Add Small Caps, But These Other Funds May Outperform

Schwab Fundamental U.S. Small Company Index ETF is a hold due to mixed factors affecting its prospects. Small caps historically perform well during times of reducing interest rates and early bull markets. They are also currently favorably valued. FNDA has the highest price-to-earnings ratio and expense ratio among comparable peer funds.

FNDA: Reasons To Add Small Caps, But These Other Funds May Outperform

Zacks Investment Research

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

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 Index ETF (FNDA), a passively managed exchange traded fund launched on 08/13/2013.

Should Schwab Fundamental U.S. Small Company Index ETF (FNDA) Be on Your Investing Radar?

Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Shareholders in the ETFs and mutual funds do not need to take any action. The changes are part of Schwab Asset Management's continual review of its product set to refine and enhance its product line-up. A total of 12 Schwab Fundamental I.

Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

Zacks Investment Research

Small Businesses Most Confident Since 2021: ETFs in Focus

There is a growing sense of optimism among small business owners, signaling resilience and adaptability in the face of economic headwinds.

Small Businesses Most Confident Since 2021: ETFs in Focus

See News Rankings