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Schwab Fundamental U.S. Small Company Index ETF

Name of ETF: Schwab Fundamental U.S. Small Company Index ETF

Benchmark Index: Russell Fundamental U.S. Small Company Index

Ticker Symbol: FNDA

Approximate Number of Holdings: 880

Types of Companies Included: A broad diversification of U.S. small-cap stocks selected based on a variety of fundamental criteria.

Fundamentals Used:

  • Retained Operating Cash Flow
  • Adjusted Sales
  • Dividends plus Buybacks

Sector Weightings: The sectors with the most representation (largest weight) historically have been the financial, industrial, consumer discretionary and information technology sectors which represent a significant percentage of this ETF.

Individual Company Weight: While not equally weighed, the ETF is diversified with no one company representing a significant percentage of the ETF.

Related Links:

Charles Schwab Website

List of Small-Cap ETFs Focusing on U.S. Stocks