Callan Capital LLC Raises Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Callan Capital LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 7.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 348,223 shares of the exchange traded fund’s stock after acquiring an additional 22,823 shares during the period. Schwab Fundamental U.S. Small Company Index ETF makes up approximately 1.8% of Callan Capital LLC’s investment portfolio, making the stock its 16th largest holding. Callan Capital LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $19,274,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of FNDA. Geneos Wealth Management Inc. grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 1,341.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 879 shares of the exchange traded fund’s stock worth $49,000 after acquiring an additional 818 shares during the last quarter. GoalVest Advisory LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter worth about $53,000. AlphaCore Capital LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 621.6% during the third quarter. AlphaCore Capital LLC now owns 1,739 shares of the exchange traded fund’s stock worth $84,000 after purchasing an additional 1,498 shares during the period. Larson Financial Group LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 519.0% during the third quarter. Larson Financial Group LLC now owns 1,820 shares of the exchange traded fund’s stock worth $88,000 after purchasing an additional 1,526 shares during the period. Finally, Sheets Smith Wealth Management acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth about $95,000.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.5 %

Schwab Fundamental U.S. Small Company Index ETF stock opened at $54.45 on Friday. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $44.85 and a 52 week high of $57.30. The company has a market capitalization of $7.98 billion, a price-to-earnings ratio of 14.31 and a beta of 1.19. The stock has a 50-day moving average price of $55.09 and a 200 day moving average price of $52.67.

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.