Wealth Forward LLC Has $18.53 Million Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Wealth Forward LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 96.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 623,834 shares of the exchange traded fund’s stock after buying an additional 306,300 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises about 13.1% of Wealth Forward LLC’s holdings, making the stock its 2nd largest position. Wealth Forward LLC owned approximately 0.42% of Schwab Fundamental U.S. Small Company Index ETF worth $18,528,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Charles Schwab Investment Management Inc. lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.1% during the third quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock valued at $5,882,859,000 after purchasing an additional 1,108,150 shares in the last quarter. Clarius Group LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 92.1% during the 4th quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock worth $59,198,000 after purchasing an additional 955,574 shares during the period. Prairiewood Capital LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 111.8% during the fourth quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock valued at $43,093,000 after buying an additional 765,994 shares during the period. Moller Wealth Partners increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 89.2% during the fourth quarter. Moller Wealth Partners now owns 1,000,316 shares of the exchange traded fund’s stock worth $29,709,000 after buying an additional 471,685 shares during the last quarter. Finally, First Pacific Financial raised its position in Schwab Fundamental U.S. Small Company Index ETF by 98.1% in the fourth quarter. First Pacific Financial now owns 818,426 shares of the exchange traded fund’s stock worth $24,307,000 after acquiring an additional 405,387 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.4 %

Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.59 on Tuesday. The firm has a 50 day moving average price of $30.72 and a 200-day moving average price of $29.85. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $26.21 and a twelve month high of $32.71. The company has a market capitalization of $4.50 billion, a P/E ratio of 14.98 and a beta of 1.18.

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.