JMG Financial Group Ltd. increased its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 100.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,122 shares of the exchange traded fund’s stock after purchasing an additional 9,560 shares during the period. JMG Financial Group Ltd.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $568,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of the stock. Creative Planning grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.1% during the third quarter. Creative Planning now owns 139,098 shares of the exchange traded fund’s stock worth $8,286,000 after purchasing an additional 4,236 shares during the last quarter. Bleakley Financial Group LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth about $210,000. Sequoia Financial Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 21.9% in the third quarter. Sequoia Financial Advisors LLC now owns 28,065 shares of the exchange traded fund’s stock valued at $1,672,000 after purchasing an additional 5,048 shares in the last quarter. Signaturefd LLC increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the 3rd quarter. Signaturefd LLC now owns 5,086 shares of the exchange traded fund’s stock valued at $303,000 after buying an additional 486 shares in the last quarter. Finally, Private Advisor Group LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 2.2% during the third quarter. Private Advisor Group LLC now owns 109,695 shares of the exchange traded fund’s stock worth $6,535,000 after purchasing an additional 2,354 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Stock Down 1.0 %
Shares of NYSEARCA:FNDA opened at $29.98 on Friday. The firm has a market cap of $4.41 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The company’s fifty day simple moving average is $30.16 and its 200 day simple moving average is $29.96. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $26.38 and a 12 month 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.
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