Johnson Bixby & Associates LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 105.1% during the fourth quarter, HoldingsChannel reports. The firm owned 370,138 shares of the exchange traded fund’s stock after buying an additional 189,651 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF comprises 1.7% of Johnson Bixby & Associates LLC’s holdings, making the stock its 14th largest position. Johnson Bixby & Associates LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $10,993,000 as of its most recent SEC filing.
Several other institutional investors have also modified their holdings of the stock. Capasso Planning Partners LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 10.6% during the 3rd quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after acquiring an additional 521 shares during the last quarter. Brookstone Capital Management lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 45.9% in the 4th quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock worth $335,000 after buying an additional 3,547 shares during the period. Wilmington Savings Fund Society FSB bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth $1,122,000. Jane Street Group LLC grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 70.1% during the 3rd quarter. Jane Street Group LLC now owns 30,140 shares of the exchange traded fund’s stock worth $1,795,000 after buying an additional 12,424 shares in the last quarter. Finally, AE Wealth Management LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the second quarter valued at $245,000.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.74 on Friday. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.21 and a 1 year high of $32.71. The stock has a market cap of $4.52 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The firm’s 50-day moving average is $30.73 and its two-hundred day moving average is $29.76.
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.
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