CGN Advisors LLC Increases Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

CGN Advisors LLC grew its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 93.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,546 shares of the exchange traded fund’s stock after purchasing an additional 18,118 shares during the period. CGN Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of FNDA. Bristlecone Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth approximately $27,000. EverSource Wealth Advisors LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 482.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock valued at $34,000 after purchasing an additional 468 shares in the last quarter. Voisard Asset Management Group Inc. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth about $37,000. MidAtlantic Capital Management Inc. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth approximately $44,000. Finally, Marquette Asset Management LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth approximately $45,000.

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

FNDA opened at $30.50 on Friday. The firm has a market cap of $4.48 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The business’s 50 day moving average is $30.78 and its two-hundred day moving average is $29.69. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.07 and a 52 week 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.