Vishria Bird Financial Group LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 100.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,768 shares of the exchange traded fund’s stock after buying an additional 9,384 shares during the period. Vishria Bird Financial Group LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $557,000 at the end of the most recent quarter.
A number of other institutional investors have also added to or reduced their stakes in FNDA. Bristlecone Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth about $27,000. EverSource Wealth Advisors LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 482.5% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock worth $34,000 after purchasing an additional 468 shares in the last quarter. Voisard Asset Management Group Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter worth approximately $37,000. MidAtlantic Capital Management Inc. bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at approximately $44,000. Finally, Marquette Asset Management LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter valued at approximately $45,000.
Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.1 %
Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.71 on Friday. The stock has a fifty day simple moving average of $30.72 and a 200 day simple moving average of $29.79. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.21 and a 12-month high of $32.71. The company has a market capitalization of $4.51 billion, a P/E ratio of 14.98 and a beta of 1.18.
Schwab Fundamental U.S. Small Company Index ETF Company 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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