Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) is Charles Schwab Investment Advisory Inc.’s 4th Largest Position

Charles Schwab Investment Advisory Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 1.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 93,544,825 shares of the exchange traded fund’s stock after buying an additional 1,249,096 shares during the period. Schwab Fundamental U.S. Small Company Index ETF makes up 7.4% of Charles Schwab Investment Advisory Inc.’s holdings, making the stock its 4th biggest holding. Charles Schwab Investment Advisory Inc. owned about 0.72% of Schwab Fundamental U.S. Small Company Index ETF worth $5,177,706,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of FNDA. Waddell & Associates LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 1.1% during the 3rd quarter. Waddell & Associates LLC now owns 1,245,374 shares of the exchange traded fund’s stock valued at $60,388,000 after acquiring an additional 13,791 shares in the last quarter. Clarius Group LLC grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.7% in the 4th quarter. Clarius Group LLC now owns 1,117,041 shares of the exchange traded fund’s stock worth $61,828,000 after buying an additional 18,416 shares during the last quarter. Steele Capital Management Inc. acquired a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter worth $50,338,000. Ameriprise Financial Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 55.9% during the 3rd quarter. Ameriprise Financial Inc. now owns 853,747 shares of the exchange traded fund’s stock valued at $41,389,000 after purchasing an additional 306,204 shares during the last quarter. Finally, Prairiewood Capital LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 19.4% in the 4th quarter. Prairiewood Capital LLC now owns 543,207 shares of the exchange traded fund’s stock worth $30,067,000 after purchasing an additional 88,072 shares in the last quarter.

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

Schwab Fundamental U.S. Small Company Index ETF stock traded down $0.23 during midday trading on Wednesday, reaching $55.53. The company’s stock had a trading volume of 169,830 shares, compared to its average volume of 335,290. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $44.85 and a 52-week high of $57.30. The stock has a market capitalization of $8.16 billion, a P/E ratio of 14.98 and a beta of 1.18. The stock’s 50-day simple moving average is $55.11 and its 200-day simple moving average is $53.10.

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.