Shore Point Advisors LLC Has $10.92 Million Stock Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Shore Point Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 106.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 367,754 shares of the exchange traded fund’s stock after buying an additional 189,527 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up 5.9% of Shore Point Advisors LLC’s portfolio, making the stock its 6th largest position. Shore Point Advisors LLC owned about 0.25% of Schwab Fundamental U.S. Small Company Index ETF worth $10,923,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Bristlecone Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth approximately $27,000. EverSource Wealth Advisors LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 482.5% during the second quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock worth $34,000 after acquiring an additional 468 shares in the last quarter. Voisard Asset Management Group Inc. bought a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth $37,000. MidAtlantic Capital Management Inc. acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at $44,000. Finally, Marquette Asset Management LLC bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $45,000.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.50 on Monday. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.07 and a fifty-two week high of $32.71. The firm has a market capitalization of $4.48 billion, a PE ratio of 14.98 and a beta of 1.18. The company’s 50-day moving average is $30.78 and its 200-day moving average is $29.71.

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.