Charles Schwab Trust Co Has $11.02 Million Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Charles Schwab Trust Co increased its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 103.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 371,191 shares of the exchange traded fund’s stock after purchasing an additional 188,687 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up 0.9% of Charles Schwab Trust Co’s investment portfolio, making the stock its 24th biggest holding. Charles Schwab Trust Co owned approximately 0.25% of Schwab Fundamental U.S. Small Company Index ETF worth $11,024,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Koshinski Asset Management Inc. lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 97.3% in the 4th quarter. Koshinski Asset Management Inc. now owns 7,468 shares of the exchange traded fund’s stock valued at $222,000 after acquiring an additional 3,683 shares in the last quarter. Sowa Financial Group Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter worth $503,000. Prairiewood Capital LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 111.8% in the fourth quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock valued at $43,093,000 after acquiring an additional 765,994 shares during the period. Gemmer Asset Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 107.9% in the 4th quarter. Gemmer Asset Management LLC now owns 585,448 shares of the exchange traded fund’s stock worth $17,388,000 after acquiring an additional 303,846 shares during the last quarter. Finally, Shore Point Advisors LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 106.3% during the 4th quarter. Shore Point Advisors LLC now owns 367,754 shares of the exchange traded fund’s stock valued at $10,923,000 after buying an additional 189,527 shares in the last quarter.

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

FNDA stock opened at $30.50 on Tuesday. The firm has a market cap of $4.48 billion, a P/E ratio of 14.98 and a beta of 1.18. The firm’s fifty day moving average is $30.75 and its 200 day moving average is $29.73. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.07 and a 52 week high of $32.71.

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.