Tower Research Capital LLC TRC Raises Stock Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Posted by Sarita Garza on Apr 28th, 2025

Tower Research Capital LLC TRC boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 44.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,441 shares of the exchange traded fund’s stock after purchasing an additional 6,595 shares during the quarter. Tower Research Capital LLC TRC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $637,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FNDA. Hamilton Point Investment Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after purchasing an additional 420 shares in the last quarter. American Capital Advisory LLC grew its stake 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 worth $26,000 after acquiring an additional 442 shares during the last quarter. Bristlecone Advisors LLC increased its holdings in shares of 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 valued at $27,000 after acquiring an additional 459 shares in the last quarter. Bartlett & CO. Wealth Management LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 486 shares during the last quarter. Finally, Assetmark Inc. boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 262.8% in the 4th quarter. Assetmark Inc. now owns 1,052 shares of the exchange traded fund’s stock worth $31,000 after purchasing an additional 762 shares in the last quarter.

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

NYSEARCA FNDA opened at $26.19 on Monday. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $23.49 and a 12-month high of $32.71. The company has a fifty day simple moving average of $27.08 and a two-hundred day simple moving average of $29.32. The stock has a market cap of $7.83 billion, a P/E ratio of 17.38 and a beta of 1.11.

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

The company also recently declared a dividend, which was paid on Monday, March 31st. Shareholders of record on Wednesday, March 26th were given a dividend of $0.051 per share. The ex-dividend date of this dividend was Wednesday, March 26th.

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

(Free Report)

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.