OneAscent Wealth Management LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 61.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 13,596 shares of the exchange traded fund’s stock after buying an additional 5,172 shares during the quarter. OneAscent Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $404,000 as of its most recent filing with the SEC.
A number of other hedge funds have also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 420 shares during the last quarter. American Capital Advisory LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 442 shares in the last quarter. Bristlecone Advisors LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the fourth quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 459 shares in the last quarter. Bartlett & CO. Wealth Management LLC increased its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during 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 last quarter. Finally, Assetmark Inc. raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 262.8% during the fourth quarter. Assetmark Inc. now owns 1,052 shares of the exchange traded fund’s stock valued at $31,000 after buying an additional 762 shares in the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of NYSEARCA:FNDA opened at $27.34 on Friday. The stock has a market capitalization of $8.51 billion, a P/E ratio of 17.55 and a beta of 1.22. The business has a 50-day moving average of $29.21 and a two-hundred day moving average of $29.89. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.38 and a fifty-two week high of $32.71.
Schwab Fundamental U.S. Small Company Index ETF Cuts Dividend
Schwab Fundamental U.S. Small Company Index ETF 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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