Solitude Financial Services raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 98.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,076,684 shares of the exchange traded fund’s stock after buying an additional 534,305 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up approximately 14.0% of Solitude Financial Services’ portfolio, making the stock its 3rd biggest position. Solitude Financial Services’ holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $31,978,000 at the end of the most recent quarter.
Several other large investors have also modified their holdings of the company. Hamilton Point Investment Advisors LLC increased its position in 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 valued at $25,000 after acquiring an additional 420 shares during the period. American Capital Advisory LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% in 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 period. Bristlecone Advisors LLC raised its stake 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 worth $27,000 after purchasing an additional 459 shares during the last quarter. Bartlett & CO. Wealth Management LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 486 shares during the period. Finally, Assetmark Inc. increased 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 valued at $31,000 after buying an additional 762 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Stock Performance
Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $28.12 on Monday. The company has a market cap of $8.77 billion, a P/E ratio of 17.80 and a beta of 1.22. The firm has a fifty day moving average of $29.84 and a two-hundred day moving average of $30.04. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $26.38 and a one year 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.
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