Axxcess Wealth Management LLC Purchases 15,032 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Axxcess Wealth Management LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 108.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 28,852 shares of the exchange traded fund’s stock after acquiring an additional 15,032 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $857,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Capasso Planning Partners LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 10.6% during the 3rd quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after purchasing an additional 521 shares during the last quarter. American Capital Advisory LLC raised its stake in shares of 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 during the last quarter. Brookstone Capital Management lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 45.9% in the fourth quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock valued at $335,000 after buying an additional 3,547 shares during the period. Bleakley Financial Group LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Bleakley Financial Group LLC now owns 7,048 shares of the exchange traded fund’s stock valued at $209,000 after acquiring an additional 3,524 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at approximately $1,122,000.

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

Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $27.87 on Friday. The firm has a fifty day moving average of $29.45 and a two-hundred day moving average of $29.92. The stock has a market capitalization of $8.67 billion, a price-to-earnings ratio of 17.55 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.38 and a 52 week high of $32.71.

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.