Schwab Fundamental U.S. Small Company ETF $FNDA Shares Purchased by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC lifted its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 15.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 155,983 shares of the exchange traded fund’s stock after purchasing an additional 20,448 shares during the quarter. Foundations Investment Advisors LLC owned approximately 0.05% of Schwab Fundamental U.S. Small Company ETF worth $4,915,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Sowell Financial Services LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 0.3% in the 4th quarter. Sowell Financial Services LLC now owns 114,859 shares of the exchange traded fund’s stock valued at $3,619,000 after purchasing an additional 343 shares during the period. MCF Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 7.6% in the 3rd quarter. MCF Advisors LLC now owns 5,697 shares of the exchange traded fund’s stock valued at $178,000 after purchasing an additional 403 shares during the period. Comerica Bank boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.7% in the 4th quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock valued at $799,000 after purchasing an additional 413 shares during the period. Midwest Trust Co boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 5.4% in the 3rd quarter. Midwest Trust Co now owns 8,778 shares of the exchange traded fund’s stock valued at $274,000 after purchasing an additional 450 shares during the period. Finally, Wedmont Private Capital boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 2.9% in the 4th quarter. Wedmont Private Capital now owns 16,519 shares of the exchange traded fund’s stock valued at $539,000 after purchasing an additional 465 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Up 0.2%

Shares of NYSEARCA FNDA opened at $36.34 on Friday. The stock has a market cap of $10.42 billion, a PE ratio of 17.12 and a beta of 1.05. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $27.24 and a 52-week high of $36.51. The business has a 50-day moving average price of $34.43 and a 200 day moving average price of $33.35.

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.