Sound Stewardship LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 98.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 272,200 shares of the exchange traded fund’s stock after acquiring an additional 135,008 shares during the period. Schwab Fundamental U.S. Small Company Index ETF accounts for about 4.8% of Sound Stewardship LLC’s investment portfolio, making the stock its 5th biggest holding. Sound Stewardship LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $8,084,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors also recently made changes to their positions in FNDA. Capasso Planning Partners LLC increased its position in Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after buying an additional 521 shares during the period. Brookstone Capital Management grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 45.9% during the fourth quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock worth $335,000 after acquiring an additional 3,547 shares during the last quarter. Wilmington Savings Fund Society FSB acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth about $1,122,000. Jane Street Group LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 70.1% in the 3rd quarter. Jane Street Group LLC now owns 30,140 shares of the exchange traded fund’s stock valued at $1,795,000 after purchasing an additional 12,424 shares during the last quarter. Finally, Park Avenue Securities LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 69.3% during the 4th quarter. Park Avenue Securities LLC now owns 6,826 shares of the exchange traded fund’s stock valued at $203,000 after purchasing an additional 2,795 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.4 %
Shares of NYSEARCA:FNDA opened at $30.59 on Tuesday. The firm’s 50 day moving average is $30.72 and its two-hundred day moving average is $29.85. The firm has a market capitalization of $4.50 billion, a P/E ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.21 and a 52 week high of $32.71.
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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