Corient Private Wealth LLC Acquires 1,040 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Corient Private Wealth LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,838 shares of the exchange traded fund’s stock after acquiring an additional 1,040 shares during the period. Corient Private Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,098,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the business. Thoroughbred Financial Services LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 2.1% during the 4th quarter. Thoroughbred Financial Services LLC now owns 15,958 shares of the exchange traded fund’s stock worth $883,000 after acquiring an additional 333 shares during the last quarter. UBS Group AG grew its position in Schwab Fundamental U.S. Small Company Index ETF by 4.0% during the 4th quarter. UBS Group AG now owns 392,324 shares of the exchange traded fund’s stock worth $21,715,000 after acquiring an additional 15,033 shares during the last quarter. Clarity Capital Advisors LLC bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the 4th quarter valued at $587,000. Beacon Pointe Advisors LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 67.3% in the 4th quarter. Beacon Pointe Advisors LLC now owns 11,082 shares of the exchange traded fund’s stock valued at $613,000 after buying an additional 4,458 shares during the last quarter. Finally, Wade G W & Inc. boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 114.5% in the 4th quarter. Wade G W & Inc. now owns 11,092 shares of the exchange traded fund’s stock valued at $614,000 after buying an additional 5,922 shares during the last quarter.

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

Shares of FNDA opened at $56.21 on Monday. The firm has a market capitalization of $8.26 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The business’s fifty day moving average price is $55.40 and its two-hundred day moving average price is $54.28. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $44.85 and a 52 week high of $57.53.

Schwab Fundamental U.S. Small Company Index ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

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