Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Acquired by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 98.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 486,850 shares of the exchange traded fund’s stock after purchasing an additional 242,139 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF accounts for 3.0% of Pasadena Private Wealth LLC’s portfolio, making the stock its 7th largest position. Pasadena Private Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $14,459,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of FNDA. Charles Schwab Investment Management Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.1% in the 3rd 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 buying an additional 1,108,150 shares during the period. Steele Capital Management Inc. boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 105.9% in the 4th quarter. Steele Capital Management Inc. now owns 2,063,680 shares of the exchange traded fund’s stock worth $61,291,000 after purchasing an additional 1,061,299 shares in the last quarter. Clarius Group LLC grew 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 increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 111.8% during the 4th quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock valued at $43,093,000 after purchasing an additional 765,994 shares in the last quarter. Finally, Trilogy Capital Inc. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 98.4% during the fourth quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock worth $38,534,000 after buying an additional 643,634 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.7 %

FNDA stock opened at $30.39 on Wednesday. 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 simple moving average is $30.25 and its 200-day simple moving average is $29.95. The firm has a market cap of $4.47 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.