Perigon Wealth Management LLC Has $366,000 Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Perigon Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 14.3% in the 4th quarter, Holdings Channel reports. The firm owned 6,615 shares of the exchange traded fund’s stock after purchasing an additional 827 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $366,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Charles Schwab Investment Advisory Inc. increased its position in Schwab Fundamental U.S. Small Company Index ETF by 2.2% in the 3rd quarter. Charles Schwab Investment Advisory Inc. now owns 92,295,729 shares of the exchange traded fund’s stock worth $4,475,420,000 after buying an additional 1,971,133 shares during the period. Ameriprise Financial Inc. increased its position in Schwab Fundamental U.S. Small Company Index ETF by 55.9% in the 3rd quarter. Ameriprise Financial Inc. now owns 853,747 shares of the exchange traded fund’s stock worth $41,389,000 after buying an additional 306,204 shares during the period. Pasadena Private Wealth LLC bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the 4th quarter worth approximately $14,292,000. Cerity Partners LLC increased its position in Schwab Fundamental U.S. Small Company Index ETF by 1,182.3% in the 4th quarter. Cerity Partners LLC now owns 125,811 shares of the exchange traded fund’s stock worth $6,963,000 after buying an additional 116,000 shares during the period. Finally, SageView Advisory Group LLC bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the 4th quarter worth approximately $4,530,000.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.6 %

Shares of NYSEARCA FNDA opened at $53.23 on Wednesday. The business’s 50 day moving average is $55.17 and its two-hundred day moving average is $52.38. The company has a market cap of $6.96 billion, a P/E ratio of 13.99 and a beta of 1.19. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $44.85 and a 12 month high of $57.30.

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.