Yoder Wealth Management Inc. boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 98.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 77,233 shares of the exchange traded fund’s stock after purchasing an additional 38,364 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises 1.3% of Yoder Wealth Management Inc.’s portfolio, making the stock its 27th largest holding. Yoder Wealth Management Inc. owned about 0.05% of Schwab Fundamental U.S. Small Company Index ETF worth $2,294,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capasso Planning Partners LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the 3rd quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after buying an additional 521 shares during the last quarter. Brookstone Capital Management boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 45.9% in the fourth quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock worth $335,000 after purchasing an additional 3,547 shares during the last quarter. 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 increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 69.3% during the 4th quarter. Park Avenue Securities LLC now owns 6,826 shares of the exchange traded fund’s stock valued at $203,000 after purchasing an additional 2,795 shares during the last quarter. Finally, Jane Street Group LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 70.1% in the 3rd quarter. Jane Street Group LLC now owns 30,140 shares of the exchange traded fund’s stock worth $1,795,000 after purchasing an additional 12,424 shares during the period.
Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.9 %
FNDA opened at $30.48 on Friday. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.21 and a 12-month high of $32.71. The company has a market cap of $4.48 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The company’s 50 day moving average is $30.66 and its 200 day moving average is $29.88.
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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