Corient Private Wealth LLC Has $3.19 Million Holdings in Schwab Fundamental U.S. Small Company ETF $FNDA

Corient Private Wealth LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 136.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 101,297 shares of the exchange traded fund’s stock after acquiring an additional 58,529 shares during the period. Corient Private Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $3,194,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in FNDA. Phillips Financial Management LLC bought a new position in Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth about $26,000. Russell Investments Group Ltd. lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% in the fourth quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 410 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 214.4% during the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the exchange traded fund’s stock worth $31,000 after buying an additional 654 shares during the period. High Note Wealth LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF during the fourth quarter worth about $34,000. Finally, Triumph Capital Management acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF during the third quarter worth about $38,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

NYSEARCA:FNDA opened at $37.74 on Friday. The stock has a 50-day simple moving average of $36.00 and a 200 day simple moving average of $34.18. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $28.43 and a 52-week high of $37.79. The company has a market cap of $10.82 billion, a PE ratio of 17.12 and a beta of 1.03.

Schwab Fundamental U.S. Small Company ETF 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.