Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Purchased by Smith Salley Wealth Management

Smith Salley Wealth Management boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 8.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,444 shares of the exchange traded fund’s stock after purchasing an additional 638 shares during the quarter. Smith Salley Wealth Management’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $251,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in FNDA. Charles Schwab Investment Management Inc. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 1.1% in the third quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock valued at $5,882,859,000 after purchasing an additional 1,108,150 shares in the last quarter. Moller Wealth Partners boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 89.2% in the fourth quarter. Moller Wealth Partners now owns 1,000,316 shares of the exchange traded fund’s stock valued at $29,709,000 after purchasing an additional 471,685 shares in the last quarter. First Pacific Financial lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 98.1% in the fourth quarter. First Pacific Financial now owns 818,426 shares of the exchange traded fund’s stock valued at $24,307,000 after buying an additional 405,387 shares during the last quarter. Sanctuary Advisors LLC lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 121.1% in the third quarter. Sanctuary Advisors LLC now owns 529,857 shares of the exchange traded fund’s stock valued at $31,564,000 after buying an additional 290,220 shares during the last quarter. Finally, Goldstone Financial Group LLC lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 125.4% in the fourth quarter. Goldstone Financial Group LLC now owns 419,531 shares of the exchange traded fund’s stock valued at $12,460,000 after buying an additional 233,370 shares during the last quarter.

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

Shares of NYSEARCA FNDA opened at $30.50 on Monday. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $26.07 and a twelve month high of $32.71. The stock has a 50 day moving average of $30.78 and a two-hundred day moving average of $29.71. The stock has a market cap of $4.48 billion, a P/E ratio of 14.98 and a beta of 1.18.

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.