Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Stake Raised by Vishria Bird Financial Group LLC

Vishria Bird Financial Group LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the 4th quarter, HoldingsChannel reports. The fund owned 18,768 shares of the exchange traded fund’s stock after purchasing 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 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Capital Advisors Inc. OK grew its position in Schwab Fundamental U.S. Small Company Index ETF by 7.8% during the third quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after purchasing an additional 379 shares in the last quarter. Howe & Rusling Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 14.2% during the 3rd quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock valued at $191,000 after acquiring an additional 399 shares in the last quarter. Horan Capital Advisors LLC. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the third quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock worth $7,291,000 after acquiring an additional 442 shares during the last quarter. Bristlecone Advisors LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth $27,000. Finally, EverSource Wealth Advisors LLC grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 482.5% in the second quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 468 shares in the last quarter.

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

FNDA opened at $30.71 on Friday. The company has a market capitalization of $4.51 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.21 and a fifty-two week high of $32.71. The business has a 50-day moving average of $30.72 and a 200-day moving average of $29.79.

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.