Bleakley Financial Group LLC Boosts Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Bleakley Financial Group LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,048 shares of the exchange traded fund’s stock after buying an additional 3,524 shares during the period. Bleakley Financial Group LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $209,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Trilogy Capital Inc. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the 4th quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock valued at $38,534,000 after purchasing an additional 643,634 shares in the last quarter. Mather Group LLC. boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Mather Group LLC. now owns 93,801 shares of the exchange traded fund’s stock worth $2,786,000 after buying an additional 46,901 shares during the period. Pennsylvania Capital Management Inc. ADV raised its position in Schwab Fundamental U.S. Small Company Index ETF by 117.7% in the fourth quarter. Pennsylvania Capital Management Inc. ADV now owns 14,419 shares of the exchange traded fund’s stock valued at $428,000 after purchasing an additional 7,797 shares during the period. Tandem Capital Management Corp ADV boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.9% during the 4th quarter. Tandem Capital Management Corp ADV now owns 21,910 shares of the exchange traded fund’s stock valued at $651,000 after acquiring an additional 11,005 shares during the period. Finally, Tempus Wealth Planning LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 105.6% during the 4th quarter. Tempus Wealth Planning LLC now owns 15,286 shares of the exchange traded fund’s stock worth $454,000 after buying an additional 7,851 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Performance

FNDA stock opened at $29.91 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.38 and a fifty-two week high of $32.71. The firm has a market capitalization of $4.40 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The company’s 50 day moving average price is $30.35 and its 200 day moving average price is $29.93.

Schwab Fundamental U.S. Small Company Index 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.