Lodestar Private Asset Management LLC Has $417,000 Stock Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Lodestar Private Asset Management LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 105.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 14,039 shares of the exchange traded fund’s stock after buying an additional 7,220 shares during the period. Lodestar Private Asset Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $417,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in FNDA. Strategic Financial Concepts LLC bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter valued at about $3,122,000. Iron Horse Wealth Management LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 546 shares during the period. Financial Synergies Wealth Advisors Inc. boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 63.2% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 15,396 shares of the exchange traded fund’s stock valued at $457,000 after purchasing an additional 5,961 shares during the last quarter. Silver Oak Securities Incorporated grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 90.1% during the 4th quarter. Silver Oak Securities Incorporated now owns 28,805 shares of the exchange traded fund’s stock worth $852,000 after buying an additional 13,655 shares during the period. Finally, Adero Partners LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 99.6% during the fourth quarter. Adero Partners LLC now owns 12,107 shares of the exchange traded fund’s stock worth $360,000 after buying an additional 6,041 shares during the last quarter.

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

Shares of NYSEARCA FNDA opened at $30.57 on Friday. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.38 and a fifty-two week high of $32.71. The firm has a market capitalization of $4.49 billion, a P/E ratio of 14.98 and a beta of 1.18. The company’s 50 day simple moving average is $30.51 and its 200 day simple moving average is $29.91.

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.