Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Position Increased by Solitude Financial Services

Solitude Financial Services raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 98.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,076,684 shares of the exchange traded fund’s stock after acquiring an additional 534,305 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up about 14.0% of Solitude Financial Services’ holdings, making the stock its 3rd biggest holding. Solitude Financial Services owned about 0.73% of Schwab Fundamental U.S. Small Company Index ETF worth $31,978,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the company. Bell Investment Advisors Inc raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 104.1% in the fourth quarter. Bell Investment Advisors Inc now owns 734,164 shares of the exchange traded fund’s stock valued at $21,805,000 after buying an additional 374,442 shares in the last quarter. Sowell Financial Services LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 130.3% in the 4th quarter. Sowell Financial Services LLC now owns 114,536 shares of the exchange traded fund’s stock valued at $3,402,000 after acquiring an additional 64,803 shares during the last quarter. BOK Financial Private Wealth Inc. purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 4th quarter valued at about $72,000. Jackson Hole Capital Partners LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Jackson Hole Capital Partners LLC now owns 3,778 shares of the exchange traded fund’s stock worth $112,000 after acquiring an additional 1,889 shares in the last quarter. Finally, Horan Securities Inc. lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.1% during the fourth quarter. Horan Securities Inc. now owns 21,116 shares of the exchange traded fund’s stock worth $627,000 after purchasing an additional 10,561 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.6 %

Shares of FNDA opened at $28.12 on Monday. The company has a market capitalization of $8.77 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71. The stock has a 50 day moving average price of $29.84 and a 200 day moving average price of $30.04.

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.