Schwab Fundamental U.S. Small Company Index

Small-Cap

FNDA

211 MAIN STREET,
SAN FRANCISCO , CA, 94105

Price

  • $ 54.7 0 % +0.05
    Jul 3, 2024
  • Last Close
  • Net Assets
  • $8B
    Apr 24, 2024
  • 52-Week High/Low
  • $57.21 - $44.98

  • Expense Ratio
  • -

Link

Directors

May 12, 2023
  • Michael J. Beer
  • Nancy F. Heller
  • Richard A. Wurster
  • Walter W. Bettinger II
  • David L. Mahoney
  • Kimberly S. Patmore
  • Jean Derek Penn
  • Jane P. Moncreiff
  • Robert W. Burns

Chief Compliance Officer

  • Michael Hogan

Company Name

Holding

More 0.14 %

Documents

Prospectus

link

Annual Reports

link

Returns +
Q

2024 2023 2022 2021 2020 2019
Q1 3% 4.2% -3.1% 17% -35.7% 13.6%
Q2 -0.3% 3.7% -15.4% 8.7% 22.6% -0.2%
Q3 - -3.9% -6% -3.1% 3.4% -0.2%
Q4 - 15.6% 9.9% 5.6% 30.5% 6.6%

Returns +
M

J F M A M J J A S O N D
2024 -4% 3.9% 3.3% -5.8% 2.4% - - - - - - -
2023 11.2% -1.6% -4.8% -1.9% -3.2% 9.1% 6.2% -4.3% -5.5% -5.6% 9.2% 10.7%

Returns +
A

    2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
    0.5%18.5%-15.3%28.9%6.4%22.8%-12.1%12.7%23.5%-5.1%7.8%

Alpha FNDA and S&P 500

FNDA and S&P 500

Chart +