Elevate Wealth Advisory Inc. Has $63,000 Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Elevate Wealth Advisory Inc. raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,132 shares of the exchange traded fund’s stock after buying an additional 1,066 shares during the period. Elevate Wealth Advisory Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $63,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 199,188,684 shares of the exchange traded fund’s stock worth $5,915,904,000 after acquiring an additional 100,433,280 shares in the last quarter. Steele Capital Management Inc. raised its position in Schwab Fundamental U.S. Small Company Index ETF by 105.9% in the 4th quarter. Steele Capital Management Inc. now owns 2,063,680 shares of the exchange traded fund’s stock valued at $61,291,000 after purchasing an additional 1,061,299 shares during the last quarter. Clarius Group LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 92.1% in the fourth quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock worth $59,198,000 after purchasing an additional 955,574 shares in the last quarter. Prairiewood Capital LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 111.8% during the fourth quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock worth $43,093,000 after purchasing an additional 765,994 shares during the last quarter. Finally, Trilogy Capital Inc. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the fourth quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock valued at $38,534,000 after buying an additional 643,634 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 1.4 %

Shares of NYSEARCA FNDA opened at $28.04 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.38 and a 12-month high of $32.71. The firm’s 50-day simple moving average is $29.49 and its 200 day simple moving average is $29.94. The company has a market cap of $8.74 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22.

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.