Capital Advantage Inc. Acquires 19,723 Shares of Schwab Fundamental U.S. Small Company ETF $FNDA

Capital Advantage Inc. raised its holdings in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 18.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 128,900 shares of the exchange traded fund’s stock after buying an additional 19,723 shares during the quarter. Capital Advantage Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $4,062,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Waddell & Associates LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 3.5% in the third quarter. Waddell & Associates LLC now owns 2,782,250 shares of the exchange traded fund’s stock valued at $86,695,000 after acquiring an additional 92,817 shares during the period. Clarius Group LLC increased its position in Schwab Fundamental U.S. Small Company ETF by 3.4% during the third quarter. Clarius Group LLC now owns 1,919,123 shares of the exchange traded fund’s stock worth $59,800,000 after acquiring an additional 63,396 shares during the period. Prairiewood Capital LLC raised its stake in Schwab Fundamental U.S. Small Company ETF by 4.3% during the 3rd quarter. Prairiewood Capital LLC now owns 1,831,118 shares of the exchange traded fund’s stock valued at $57,058,000 after purchasing an additional 75,371 shares during the last quarter. Vantagepoint Investment Advisers LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 3rd quarter valued at $48,804,000. Finally, Riverpoint Wealth Management Holdings LLC boosted its holdings in Schwab Fundamental U.S. Small Company ETF by 1.2% in the 3rd quarter. Riverpoint Wealth Management Holdings LLC now owns 1,120,479 shares of the exchange traded fund’s stock valued at $34,914,000 after purchasing an additional 13,650 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Performance

NYSEARCA:FNDA opened at $31.65 on Friday. The firm’s 50-day moving average is $33.77 and its 200-day moving average is $32.18. The company has a market cap of $9.04 billion, a price-to-earnings ratio of 17.12 and a beta of 1.10. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $23.49 and a 52-week high of $35.31.

About Schwab Fundamental U.S. Small Company 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.