Builder Investment Group Inc. ADV lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 99.9% in the fourth quarter, HoldingsChannel reports. The fund owned 9,866 shares of the exchange traded fund’s stock after buying an additional 4,931 shares during the period. Builder Investment Group Inc. ADV’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $293,000 at the end of the most recent quarter.
A number of other institutional investors also recently made changes to their positions in the business. Capital Advisors Inc. OK raised its position in Schwab Fundamental U.S. Small Company Index ETF by 7.8% in the 3rd quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock worth $313,000 after purchasing an additional 379 shares during the period. Brighton Jones LLC grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 6.5% during the second quarter. Brighton Jones LLC now owns 6,445 shares of the exchange traded fund’s stock valued at $354,000 after buying an additional 393 shares during the last quarter. Howe & Rusling Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 14.2% in the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock worth $191,000 after buying an additional 399 shares during the period. Horan Capital Advisors LLC. increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the third quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock worth $7,291,000 after buying an additional 442 shares during the period. Finally, Bristlecone Advisors LLC purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter valued at about $27,000.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
FNDA opened at $30.19 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $25.98 and a 1 year high of $32.71. The stock’s 50 day simple moving average is $30.82 and its 200 day simple moving average is $29.65. The firm has a market cap of $4.44 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.
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