Callan Capital LLC Grows Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Callan Capital LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 107.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 669,259 shares of the exchange traded fund’s stock after purchasing an additional 347,296 shares during the period. Schwab Fundamental U.S. Small Company Index ETF accounts for about 1.5% of Callan Capital LLC’s portfolio, making the stock its 20th biggest position. Callan Capital LLC owned about 0.46% of Schwab Fundamental U.S. Small Company Index ETF worth $19,877,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Hamilton Point Investment Advisors LLC grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after purchasing an additional 420 shares during the last quarter. American Capital Advisory LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 442 shares during the period. Bristlecone Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter valued at approximately $27,000. Bartlett & CO. Wealth Management LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after buying an additional 486 shares during the period. Finally, Iron Horse Wealth Management LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock worth $32,000 after acquiring an additional 546 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 2.3 %

FNDA opened at $29.29 on Friday. The business has a fifty day moving average of $30.13 and a 200 day moving average of $29.98. The stock has a market cap of $4.31 billion, a P/E ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71.

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.