Whittier Trust Co. purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 8,703 shares of the exchange traded fund’s stock, valued at approximately $258,000.
A number of other hedge funds have also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after buying an additional 420 shares in the last quarter. American Capital Advisory LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 442 shares in the last quarter. Bristlecone Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 459 shares in the last quarter. Bartlett & CO. Wealth Management LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 486 shares in the last quarter. Finally, Capasso Planning Partners LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 10.6% during the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after buying an additional 521 shares in the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Stock Performance
Shares of NYSEARCA FNDA opened at $27.67 on Monday. The company’s fifty day moving average price is $29.42 and its 200 day moving average price is $29.93. The company has a market capitalization of $8.61 billion, a PE ratio of 17.55 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71.
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.
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