Corient Private Wealth LLC Acquires 58,529 Shares of Schwab Fundamental U.S. Small Company ETF $FNDA

Corient Private Wealth LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 136.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,297 shares of the exchange traded fund’s stock after buying an additional 58,529 shares during the period. Corient Private Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $3,194,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of FNDA. Phillips Financial Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter valued at about $26,000. Russell Investments Group Ltd. boosted its position in Schwab Fundamental U.S. Small Company ETF by 94.3% during the fourth quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 410 shares during the last quarter. Smartleaf Asset Management LLC boosted its position in Schwab Fundamental U.S. Small Company ETF by 214.4% during the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 654 shares during the last quarter. High Note Wealth LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF during the fourth quarter valued at approximately $34,000. Finally, Triumph Capital Management bought a new position in Schwab Fundamental U.S. Small Company ETF in the third quarter valued at approximately $38,000.

Schwab Fundamental U.S. Small Company ETF Stock Up 0.7%

NYSEARCA:FNDA opened at $37.74 on Friday. The firm has a market capitalization of $10.82 billion, a price-to-earnings ratio of 17.12 and a beta of 1.03. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $28.43 and a twelve month high of $37.79. The stock’s 50 day moving average price is $36.00 and its two-hundred day moving average price is $34.18.

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.