Financial Perspectives Inc lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,088 shares of the exchange traded fund’s stock after purchasing an additional 544 shares during the period. Financial Perspectives Inc’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $32,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other large investors also recently made changes to their positions in the company. Bristlecone Advisors LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth approximately $27,000. Voisard Asset Management Group Inc. acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth about $37,000. MidAtlantic Capital Management Inc. bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $44,000. Hamilton Point Investment Advisors LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after buying an additional 420 shares in the last quarter. Finally, American Capital Advisory LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 442 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of NYSEARCA:FNDA opened at $30.27 on Thursday. The company’s 50 day simple moving average is $30.19 and its 200 day simple moving average is $29.96. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71. The stock has a market capitalization of $4.45 billion, a price-to-earnings 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.
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