Capital Advantage Inc. Has $4.06 Million Stake in Schwab Fundamental U.S. Small Company ETF $FNDA

Capital Advantage Inc. lifted its stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 18.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 128,900 shares of the exchange traded fund’s stock after purchasing an additional 19,723 shares during the quarter. Capital Advantage Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $4,062,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in FNDA. Cullen Frost Bankers Inc. purchased a new position in Schwab Fundamental U.S. Small Company ETF during the third quarter valued at approximately $28,000. Triumph Capital Management purchased a new stake in Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth approximately $38,000. PFS Partners LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth approximately $39,000. Blue Trust Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter valued at $49,000. Finally, Caitlin John LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter valued at $56,000.

Schwab Fundamental U.S. Small Company ETF Stock Down 2.1%

Schwab Fundamental U.S. Small Company ETF stock opened at $31.65 on Friday. Schwab Fundamental U.S. Small Company ETF has a 12 month low of $23.49 and a 12 month high of $35.31. The company’s fifty day simple moving average is $33.77 and its 200-day simple moving average is $32.18. The stock has a market cap of $9.04 billion, a P/E ratio of 17.12 and a beta of 1.10.

About Schwab Fundamental U.S. Small Company ETF

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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.