BFI Wealth Solutions LLC purchased a new position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 46,981 shares of the exchange traded fund’s stock, valued at approximately $1,480,000. Schwab Fundamental U.S. Small Company ETF accounts for about 1.4% of BFI Wealth Solutions LLC’s investment portfolio, making the stock its 23rd largest position.
Other institutional investors have also added to or reduced their stakes in the company. Birchwood Financial Partners Inc. bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 4th quarter valued at $1,485,000. Corient Private Wealth LLC lifted its position in Schwab Fundamental U.S. Small Company ETF by 136.9% during the 4th quarter. Corient Private Wealth LLC now owns 101,297 shares of the exchange traded fund’s stock valued at $3,194,000 after acquiring an additional 58,529 shares during the period. Mercer Global Advisors Inc. ADV lifted its position in Schwab Fundamental U.S. Small Company ETF by 40.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 130,494 shares of the exchange traded fund’s stock valued at $4,112,000 after acquiring an additional 37,398 shares during the period. Beacon Pointe Advisors LLC boosted its stake in Schwab Fundamental U.S. Small Company ETF by 12.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 30,755 shares of the exchange traded fund’s stock worth $969,000 after acquiring an additional 3,421 shares in the last quarter. Finally, EP Wealth Advisors LLC purchased a new stake in Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth about $1,754,000.
Schwab Fundamental U.S. Small Company ETF Stock Performance
Shares of FNDA opened at $36.98 on Friday. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $27.68 and a fifty-two week high of $37.76. The firm’s 50-day simple moving average is $35.65 and its two-hundred day simple moving average is $33.97. The stock has a market cap of $10.61 billion, a PE ratio of 17.12 and a beta of 1.03.
Schwab Fundamental U.S. Small Company 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.
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