Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Stake Raised by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 96.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 207,221 shares of the exchange traded fund’s stock after purchasing an additional 101,935 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $6,154,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in FNDA. Capasso Planning Partners LLC grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after purchasing an additional 521 shares in the last quarter. American Capital Advisory LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 442 shares during the period. Brookstone Capital Management increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 45.9% during the fourth quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock valued at $335,000 after acquiring an additional 3,547 shares during the period. Bleakley Financial Group LLC boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Bleakley Financial Group LLC now owns 7,048 shares of the exchange traded fund’s stock valued at $209,000 after purchasing an additional 3,524 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth $1,122,000.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 1.6 %

NYSEARCA:FNDA opened at $28.05 on Wednesday. The business’s 50-day moving average price is $29.99 and its 200 day moving average price is $30.06. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71. The firm has a market cap of $8.75 billion, a P/E ratio of 17.80 and a beta of 1.22.

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.