Bristlecone Value Partners LLC Buys Shares of 20,190 Schwab Fundamental U.S. Small Company ETF $FNDA

Bristlecone Value Partners LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 20,190 shares of the exchange traded fund’s stock, valued at approximately $636,000. Schwab Fundamental U.S. Small Company ETF makes up approximately 0.7% of Bristlecone Value Partners LLC’s investment portfolio, making the stock its 25th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Sowell Financial Services LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 0.3% during the 4th quarter. Sowell Financial Services LLC now owns 114,859 shares of the exchange traded fund’s stock worth $3,619,000 after acquiring an additional 343 shares in the last quarter. Kestra Advisory Services LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 3.5% during the 4th quarter. Kestra Advisory Services LLC now owns 10,618 shares of the exchange traded fund’s stock worth $335,000 after acquiring an additional 362 shares in the last quarter. Comerica Bank boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 1.7% during the 4th quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock worth $799,000 after acquiring an additional 413 shares in the last quarter. Sand Hill Global Advisors LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 6.0% during the 4th quarter. Sand Hill Global Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock worth $252,000 after acquiring an additional 451 shares in the last quarter. Finally, Wedmont Private Capital boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 2.9% during the 4th quarter. Wedmont Private Capital now owns 16,519 shares of the exchange traded fund’s stock worth $539,000 after acquiring an additional 465 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Stock Performance

FNDA opened at $37.21 on Friday. The company has a market cap of $10.67 billion, a PE ratio of 17.12 and a beta of 1.03. The stock has a 50-day moving average of $35.33 and a 200-day moving average of $33.79. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $27.68 and a 52-week high of $37.43.

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