Vicus Capital Boosts Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Vicus Capital grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 108.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,345 shares of the exchange traded fund’s stock after buying an additional 29,345 shares during the period. Vicus Capital’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,673,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Hamilton Point Investment Advisors LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after buying an additional 420 shares in the last quarter. American Capital Advisory LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 442 shares during the period. Bristlecone Advisors LLC bought a new stake in Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter valued at approximately $27,000. Bartlett & CO. Wealth Management LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 486 shares during the period. Finally, Iron Horse Wealth Management LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 546 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Trading Up 1.0 %

Shares of FNDA opened at $30.22 on Friday. The business’s 50 day moving average is $30.35 and its 200 day moving average is $29.93. The company has a market capitalization of $4.44 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.38 and a 12-month high of $32.71.

About Schwab Fundamental U.S. Small Company Index ETF

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.