Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Purchased by Bellevue Asset Management LLC

Bellevue Asset Management LLC lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 208.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,693 shares of the exchange traded fund’s stock after acquiring an additional 3,845 shares during the quarter. Bellevue Asset Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $169,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. MidAtlantic Capital Management Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter worth $44,000. Hamilton Point Investment Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in 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 period. American Capital Advisory LLC boosted its holdings 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 buying an additional 442 shares in the last quarter. Bristlecone Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 459 shares in the last quarter. Finally, Bartlett & CO. Wealth Management LLC boosted its holdings 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 buying an additional 486 shares in the last quarter.

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

Shares of NYSEARCA FNDA opened at $28.33 on Thursday. The company’s fifty day moving average price is $29.95 and its 200 day moving average price is $30.05. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71. The company has a market capitalization of $8.83 billion, a PE ratio of 17.80 and a beta of 1.22.

Schwab Fundamental U.S. Small Company Index ETF 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.