Callan Capital LLC Increases Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Callan Capital LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report) by 107.9% during the 4th quarter, HoldingsChannel reports. The firm owned 669,259 shares of the exchange traded fund’s stock after buying an additional 347,296 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises about 1.5% of Callan Capital LLC’s investment portfolio, making the stock its 20th largest holding. Callan Capital LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $19,877,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Capital Advisors Inc. OK increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 7.8% during the third quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after buying an additional 379 shares during the period. Howe & Rusling Inc. grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 14.2% during the 3rd quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock worth $191,000 after acquiring an additional 399 shares in the last quarter. Hamilton Point Investment Advisors LLC increased its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 420 shares during the period. Horan Capital Advisors LLC. raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the 3rd quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock valued at $7,291,000 after purchasing an additional 442 shares in the last quarter. Finally, American Capital Advisory LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 442 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 2.3 %

Shares of FNDA stock opened at $29.29 on Friday. The firm has a market cap of $4.31 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71. The company’s 50 day moving average is $30.13 and its 200 day moving average is $29.98.

Schwab Fundamental U.S. Small Company Index ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

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