Ehrlich Financial Group Purchases 4,491 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Ehrlich Financial Group lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,982 shares of the exchange traded fund’s stock after acquiring an additional 4,491 shares during the period. Ehrlich Financial Group’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $267,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Johnson Investment Counsel Inc. increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 6.1% in the second quarter. Johnson Investment Counsel Inc. now owns 5,396 shares of the exchange traded fund’s stock worth $296,000 after purchasing an additional 308 shares during the period. Envestnet Asset Management Inc. increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 30.5% in the second quarter. Envestnet Asset Management Inc. now owns 43,619 shares of the exchange traded fund’s stock valued at $2,396,000 after acquiring an additional 10,204 shares during the last quarter. CBIZ Investment Advisory Services LLC acquired a new position in Schwab Fundamental U.S. Small Company Index ETF during the second quarter valued at approximately $69,000. Mercer Global Advisors Inc. ADV lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 24.7% during the second quarter. Mercer Global Advisors Inc. ADV now owns 36,426 shares of the exchange traded fund’s stock worth $2,000,000 after purchasing an additional 7,211 shares during the last quarter. Finally, Blair William & Co. IL boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 27.4% in the 2nd quarter. Blair William & Co. IL now owns 3,596 shares of the exchange traded fund’s stock valued at $197,000 after purchasing an additional 773 shares in the last quarter.

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

Shares of Schwab Fundamental U.S. Small Company Index ETF stock traded up $0.16 during trading on Monday, reaching $29.32. 655,766 shares of the company’s stock were exchanged, compared to its average volume of 715,009. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $25.98 and a 1-year high of $32.71. The company has a market cap of $4.31 billion, a P/E ratio of 14.98 and a beta of 1.18. The firm’s 50-day moving average price is $30.86 and its 200 day moving average price is $29.61.

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.