Modera Wealth Management LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 24,469 shares of the exchange traded fund’s stock, valued at approximately $856,000.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. Balance Wealth Partners LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth about $42,000. Ashton Thomas Securities LLC bought a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter worth approximately $79,000. Vantagepoint Investment Advisers LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF in the 3rd quarter worth approximately $47,472,000. Solitude Financial Services boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 1.0% in the 3rd quarter. Solitude Financial Services now owns 1,057,189 shares of the exchange traded fund’s stock worth $37,002,000 after buying an additional 10,342 shares during the last quarter. Finally, Apollon Wealth Management LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 10.1% in the third quarter. Apollon Wealth Management LLC now owns 89,905 shares of the exchange traded fund’s stock valued at $3,147,000 after acquiring an additional 8,224 shares in the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Up 1.1%
FNDA stock opened at $36.36 on Tuesday. The firm has a market cap of $9.00 billion, a PE ratio of 17.12 and a beta of 1.05. The business has a 50 day moving average of $36.07 and a 200-day moving average of $35.58. Schwab Fundamental U.S. Small Company ETF has a 12-month low of $29.31 and a 12-month high of $38.59.
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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