Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Bought by Arlington Financial Advisors LLC

Arlington Financial Advisors LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 99.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 298,232 shares of the exchange traded fund’s stock after buying an additional 148,698 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up 1.8% of Arlington Financial Advisors LLC’s investment portfolio, making the stock its 18th largest position. Arlington Financial Advisors LLC owned about 0.20% of Schwab Fundamental U.S. Small Company Index ETF worth $8,857,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Capital Advisors Inc. OK raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 7.8% in the 3rd quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after acquiring an additional 379 shares during the last quarter. Howe & Rusling Inc. increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 14.2% in the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock valued at $191,000 after purchasing an additional 399 shares during the last quarter. Hamilton Point Investment Advisors LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after buying an additional 420 shares during the period. Horan Capital Advisors LLC. boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the 3rd quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock worth $7,291,000 after buying an additional 442 shares during the last quarter. Finally, Bristlecone Advisors LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth about $27,000.

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

NYSEARCA FNDA opened at $30.24 on Friday. The company has a market cap of $4.45 billion, a P/E ratio of 14.98 and a beta of 1.18. 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 company has a 50-day moving average of $30.51 and a 200-day moving average of $29.91.

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.