Wingate Wealth Advisors Inc. Makes New $54,000 Investment in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Wingate Wealth Advisors Inc. bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,828 shares of the exchange traded fund’s stock, valued at approximately $54,000.

A number of other large investors have also modified their holdings of FNDA. Capital Advisors Inc. OK boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 7.8% in the third quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after acquiring an additional 379 shares during the last quarter. Howe & Rusling Inc. increased its holdings in 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 valued at $191,000 after buying an additional 399 shares during the last quarter. Hamilton Point Investment Advisors LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after buying an additional 420 shares during the last quarter. Horan Capital Advisors LLC. increased its holdings in 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 valued at $7,291,000 after buying an additional 442 shares during the last quarter. Finally, American Capital Advisory LLC grew its holdings in shares of 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 valued at $26,000 after purchasing an additional 442 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Trading Up 0.2 %

Shares of NYSEARCA FNDA opened at $30.29 on Tuesday. The stock has a 50 day simple moving average of $30.43 and a 200-day simple moving average of $29.93. The company has a market cap of $4.45 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.38 and a 12-month 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.