Capasso Planning Partners LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 10.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,428 shares of the exchange traded fund’s stock after acquiring an additional 521 shares during the quarter. Capasso Planning Partners LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $323,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently modified their holdings of FNDA. Bristlecone Advisors LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $27,000. EverSource Wealth Advisors LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 482.5% in the second quarter. EverSource Wealth Advisors LLC now owns 565 shares of the exchange traded fund’s stock valued at $34,000 after buying an additional 468 shares during the period. Voisard Asset Management Group Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at approximately $37,000. MidAtlantic Capital Management Inc. bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth approximately $44,000. Finally, Marquette Asset Management LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth approximately $45,000.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $29.70 on Wednesday. The business has a fifty day simple moving average of $30.84 and a two-hundred day simple moving average of $29.48. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $25.98 and a 1 year high of $32.71. The company has a market capitalization of $4.37 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18.
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.
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