Whittier Trust Co. Takes $258,000 Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Whittier Trust Co. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 8,703 shares of the exchange traded fund’s stock, valued at approximately $258,000.

Other institutional investors have also added to or reduced their stakes in the company. Capasso Planning Partners LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 10.6% during the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock valued at $323,000 after purchasing an additional 521 shares in the last quarter. American Capital Advisory LLC raised its position 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 valued at $26,000 after purchasing an additional 442 shares in the last quarter. Brookstone Capital Management raised its position in 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 valued at $335,000 after purchasing an additional 3,547 shares in the last quarter. Bleakley Financial Group LLC grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bleakley Financial Group LLC now owns 7,048 shares of the exchange traded fund’s stock worth $209,000 after buying an additional 3,524 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth $1,122,000.

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

NYSEARCA FNDA opened at $27.67 on Monday. The firm’s fifty day moving average price is $29.42 and its two-hundred day moving average price is $29.93. The stock has a market cap of $8.61 billion, a PE ratio of 17.55 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.38 and a fifty-two 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.