Abound Wealth Management Has $152,000 Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Abound Wealth Management boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 138.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,127 shares of the exchange traded fund’s stock after purchasing an additional 2,981 shares during the period. Abound Wealth Management’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $152,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Bristlecone Advisors LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at $27,000. EverSource Wealth Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 482.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 468 shares during the period. Voisard Asset Management Group Inc. bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth $37,000. MidAtlantic Capital Management Inc. bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at about $44,000. Finally, Marquette Asset Management LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the third quarter worth about $45,000.

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

Schwab Fundamental U.S. Small Company Index ETF stock traded up $0.12 during trading hours on Monday, reaching $29.28. 620,009 shares of the company’s stock traded hands, compared to its average volume of 707,727. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $25.98 and a fifty-two week high of $32.71. The firm’s 50 day moving average is $30.86 and its 200-day moving average is $29.61. The firm has a market capitalization of $4.30 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18.

About Schwab Fundamental U.S. Small Company Index ETF

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.