BCS Wealth Management Has $2.63 Million Stock Position in Schwab Fundamental U.S. Small Company ETF $FNDA

BCS Wealth Management lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 125.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 83,479 shares of the exchange traded fund’s stock after buying an additional 46,420 shares during the period. BCS Wealth Management’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $2,630,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of FNDA. Brighton Jones LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 97.5% during the 4th quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock worth $379,000 after buying an additional 6,299 shares in the last quarter. Revolve Wealth Partners LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 4th quarter worth $256,000. Royal Bank of Canada raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 58.3% during the 1st quarter. Royal Bank of Canada now owns 104,110 shares of the exchange traded fund’s stock worth $2,852,000 after buying an additional 38,354 shares in the last quarter. AQR Capital Management LLC acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth $711,000. Finally, Goldman Sachs Group Inc. acquired a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth $274,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Schwab Fundamental U.S. Small Company ETF stock opened at $34.56 on Wednesday. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $24.60 and a 52 week high of $35.31. The stock has a market capitalization of $9.91 billion, a P/E ratio of 17.12 and a beta of 1.04. The stock has a fifty day moving average of $33.53 and a 200-day moving average of $32.38.

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.