Bellevue Asset Management LLC Boosts Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Bellevue Asset Management LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 208.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,693 shares of the exchange traded fund’s stock after purchasing an additional 3,845 shares during the period. Bellevue Asset Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $169,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Charles Schwab Investment Management Inc. lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 199,188,684 shares of the exchange traded fund’s stock valued at $5,915,904,000 after purchasing an additional 100,433,280 shares in the last quarter. Steele Capital Management Inc. raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 105.9% in the fourth quarter. Steele Capital Management Inc. now owns 2,063,680 shares of the exchange traded fund’s stock valued at $61,291,000 after buying an additional 1,061,299 shares during the last quarter. Clarius Group LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 92.1% in the fourth quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock valued at $59,198,000 after buying an additional 955,574 shares during the last quarter. Prairiewood Capital LLC raised 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 buying an additional 765,994 shares during the last quarter. Finally, Trilogy Capital Inc. raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the fourth quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock valued at $38,534,000 after buying an additional 643,634 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 1.0 %

Shares of NYSEARCA FNDA opened at $28.33 on Thursday. The firm has a 50-day simple moving average of $29.95 and a 200-day simple moving average of $30.05. The stock has a market capitalization of $8.83 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.38 and a 52 week high of $32.71.

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