Resonant Capital Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 101.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 860,541 shares of the exchange traded fund’s stock after acquiring an additional 433,661 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF accounts for approximately 1.9% of Resonant Capital Advisors LLC’s investment portfolio, making the stock its 13th biggest holding. Resonant Capital Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $25,558,000 as of its most recent SEC filing.
Several other large investors have also added to or reduced their stakes in FNDA. Bristlecone Advisors LLC purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $27,000. Voisard Asset Management Group Inc. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $37,000. MidAtlantic Capital Management Inc. purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $44,000. Marquette Asset Management LLC purchased a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $45,000. Finally, Hamilton Point Investment Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after buying an additional 420 shares during the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Stock Performance
NYSEARCA:FNDA opened at $30.48 on Monday. The firm has a market cap of $4.48 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.21 and a 52 week high of $32.71. The firm has a 50-day moving average price of $30.66 and a two-hundred day moving average price of $29.88.
Schwab Fundamental U.S. Small Company Index 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.
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