Schwab Fundamental U.S. Small Company ETF $FNDA is Collective Family Office LLC’s 10th Largest Position

Collective Family Office LLC grew its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 8.0% in the fourth quarter, Holdings Channel reports. The fund owned 356,359 shares of the exchange traded fund’s stock after purchasing an additional 26,462 shares during the period. Schwab Fundamental U.S. Small Company ETF accounts for about 2.6% of Collective Family Office LLC’s portfolio, making the stock its 10th largest holding. Collective Family Office LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $11,229,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. AlphaCore Capital LLC raised its stake in Schwab Fundamental U.S. Small Company ETF by 2.2% during the third quarter. AlphaCore Capital LLC now owns 917,082 shares of the exchange traded fund’s stock worth $28,576,000 after purchasing an additional 19,517 shares during the period. Avantax Advisory Services Inc. grew its stake in shares of Schwab Fundamental U.S. Small Company ETF by 25.5% in the 2nd quarter. Avantax Advisory Services Inc. now owns 73,130 shares of the exchange traded fund’s stock valued at $2,095,000 after buying an additional 14,861 shares during the period. Vantagepoint Investment Advisers LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter worth approximately $48,804,000. Clarius Group LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 3.4% during the 3rd quarter. Clarius Group LLC now owns 1,919,123 shares of the exchange traded fund’s stock worth $59,800,000 after buying an additional 63,396 shares during the last quarter. Finally, QRG Capital Management Inc. raised its position in shares of Schwab Fundamental U.S. Small Company ETF by 731.1% during the 3rd quarter. QRG Capital Management Inc. now owns 77,033 shares of the exchange traded fund’s stock valued at $2,400,000 after buying an additional 67,764 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Performance

FNDA opened at $32.33 on Friday. Schwab Fundamental U.S. Small Company ETF has a one year low of $23.49 and a one year high of $35.31. The stock has a market capitalization of $9.23 billion, a PE ratio of 17.12 and a beta of 1.10. The business’s 50 day moving average price is $33.80 and its 200 day moving average price is $32.17.

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.