Capital Advisors Inc. OK boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 88.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,882 shares of the exchange traded fund’s stock after purchasing an additional 4,631 shares during the quarter. Capital Advisors Inc. OK’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $293,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently bought and sold shares of FNDA. Warther Private Wealth LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Warther Private Wealth LLC now owns 8,080 shares of the exchange traded fund’s stock valued at $240,000 after buying an additional 4,040 shares in the last quarter. Leavell Investment Management Inc. grew its position in Schwab Fundamental U.S. Small Company Index ETF by 101.6% during the fourth quarter. Leavell Investment Management Inc. now owns 38,672 shares of the exchange traded fund’s stock worth $1,149,000 after buying an additional 19,486 shares in the last quarter. Sovran Advisors LLC bought a new position in Schwab Fundamental U.S. Small Company Index ETF during the 4th quarter worth $477,000. Focus Financial Network Inc. raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 95.1% in the 4th quarter. Focus Financial Network Inc. now owns 22,155 shares of the exchange traded fund’s stock valued at $658,000 after acquiring an additional 10,800 shares in the last quarter. Finally, International Private Wealth Advisors LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 108.7% during the 4th quarter. International Private Wealth Advisors LLC now owns 7,383 shares of the exchange traded fund’s stock valued at $219,000 after acquiring an additional 3,846 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Stock Performance
FNDA opened at $29.91 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71. The firm has a market cap of $4.40 billion, a P/E ratio of 14.98 and a beta of 1.18. The business’s fifty day moving average is $30.35 and its 200-day moving average is $29.93.
Schwab Fundamental U.S. Small Company Index ETF Company Profile
The Schwab Fundamental U.S. Small Company Index ETF (FNDA) is an exchange-traded fund that is based on the Russell RAFI Small Company US index. The fund tracks a fundamentally selected and weighted Russell index of small firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks.
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