Cherry Tree Wealth Management LLC Grows Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Cherry Tree Wealth Management LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 7,342 shares of the exchange traded fund’s stock after buying an additional 3,671 shares during the quarter. Cherry Tree Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $218,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in FNDA. Hamilton Point Investment Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after acquiring an additional 420 shares during the last quarter. American Capital Advisory LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 442 shares during the last quarter. Bristlecone Advisors LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth about $27,000. Bartlett & CO. Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 486 shares during the last quarter. Finally, Iron Horse Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 546 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

Shares of NYSEARCA:FNDA opened at $29.29 on Monday. The firm has a market capitalization of $4.31 billion, a PE ratio of 14.98 and a beta of 1.18. The business has a 50-day moving average of $30.13 and a two-hundred day moving average of $30.01. 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.