Atria Wealth Solutions Inc. Boosts Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Atria Wealth Solutions Inc. lifted its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 108.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 67,516 shares of the exchange traded fund’s stock after purchasing an additional 35,092 shares during the period. Atria Wealth Solutions Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $2,005,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Charles Schwab Investment Management Inc. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.1% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock worth $5,882,859,000 after purchasing an additional 1,108,150 shares in the last quarter. Clarius Group LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 92.1% in the 4th quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock worth $59,198,000 after buying an additional 955,574 shares in the last quarter. Prairiewood Capital LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 111.8% in the 4th quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock worth $43,093,000 after buying an additional 765,994 shares in the last quarter. Trilogy Capital Inc. increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the 4th quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock worth $38,534,000 after buying an additional 643,634 shares in the last quarter. Finally, Waddell & Associates LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 2.3% in the 3rd quarter. Waddell & Associates LLC now owns 1,283,090 shares of the exchange traded fund’s stock worth $76,434,000 after buying an additional 29,296 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Performance

Shares of FNDA stock opened at $29.29 on Friday. 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 firm has a market capitalization of $4.31 billion, a PE ratio of 14.98 and a beta of 1.18. The stock has a fifty day simple moving average of $30.13 and a two-hundred day simple moving average of $29.99.

About Schwab Fundamental U.S. Small Company Index ETF

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.