Trilogy Capital Inc. lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 98.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,297,427 shares of the exchange traded fund’s stock after acquiring an additional 643,634 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF accounts for approximately 2.0% of Trilogy Capital Inc.’s holdings, making the stock its 16th largest position. Trilogy Capital Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $38,534,000 at the end of the most recent quarter.
Other institutional investors have also made changes to their positions in the company. Capasso Planning Partners LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 10.6% during the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock valued at $323,000 after purchasing an additional 521 shares during the last quarter. Brookstone Capital Management boosted 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 valued at $335,000 after buying an additional 3,547 shares during the period. Wilmington Savings Fund Society FSB bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter valued at about $1,122,000. Park Avenue Securities LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 69.3% during the fourth quarter. Park Avenue Securities LLC now owns 6,826 shares of the exchange traded fund’s stock worth $203,000 after acquiring an additional 2,795 shares during the period. Finally, Jane Street Group LLC lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 70.1% in the third quarter. Jane Street Group LLC now owns 30,140 shares of the exchange traded fund’s stock worth $1,795,000 after acquiring an additional 12,424 shares during the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.8 %
Shares of FNDA stock opened at $30.54 on Thursday. The business has a 50 day moving average of $30.54 and a two-hundred day moving average of $29.90. The company has a market cap of $4.49 billion, a P/E ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.32 and a 52 week high of $32.71.
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.
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