Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Bought by Assetmark Inc.

Assetmark Inc. lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 262.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,052 shares of the exchange traded fund’s stock after acquiring an additional 762 shares during the quarter. Assetmark Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $31,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Howe & Rusling Inc. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 14.2% during the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock worth $191,000 after buying an additional 399 shares in the last quarter. Hamilton Point Investment Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after buying an additional 420 shares in the last quarter. Horan Capital Advisors LLC. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 0.4% during the third quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock worth $7,291,000 after buying an additional 442 shares in the last quarter. American Capital Advisory LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after buying an additional 442 shares in the last quarter. Finally, Bristlecone Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after buying an additional 459 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Trading Up 2.4 %

FNDA stock opened at $27.50 on Monday. The company has a market cap of $8.58 billion, a P/E ratio of 17.80 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.38 and a 52 week high of $32.71. The company’s 50-day moving average price is $29.60 and its 200 day moving average price is $29.97.

Schwab Fundamental U.S. Small Company Index 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.