Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Purchased by Sebold Capital Management Inc.

Sebold Capital Management Inc. raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 101.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 150,410 shares of the exchange traded fund’s stock after acquiring an additional 75,665 shares during the period. Schwab Fundamental U.S. Small Company Index ETF makes up 3.0% of Sebold Capital Management Inc.’s holdings, making the stock its 10th biggest holding. Sebold Capital Management Inc. owned approximately 0.10% of Schwab Fundamental U.S. Small Company Index ETF worth $4,467,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also made changes to their positions in the stock. Charles Schwab Investment Management Inc. increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.1% during the third quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock valued at $5,882,859,000 after acquiring an additional 1,108,150 shares during the last quarter. Waddell & Associates LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 2.3% in the third quarter. Waddell & Associates LLC now owns 1,283,090 shares of the exchange traded fund’s stock valued at $76,434,000 after purchasing an additional 29,296 shares in the last quarter. Steele Capital Management Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 2.7% in the third quarter. Steele Capital Management Inc. now owns 1,002,381 shares of the exchange traded fund’s stock valued at $59,712,000 after purchasing an additional 26,525 shares in the last quarter. Moller Wealth Partners grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 89.2% in the fourth quarter. Moller Wealth Partners now owns 1,000,316 shares of the exchange traded fund’s stock valued at $29,709,000 after purchasing an additional 471,685 shares in the last quarter. Finally, Trilogy Capital Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.2% in the third quarter. Trilogy Capital Inc. now owns 653,793 shares of the exchange traded fund’s stock valued at $38,946,000 after purchasing an additional 20,549 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Performance

Shares of FNDA stock opened at $30.19 on Thursday. The stock has a market capitalization of $4.44 billion, a P/E ratio of 14.98 and a beta of 1.18. The company has a 50 day moving average price of $30.82 and a 200 day moving average price of $29.65. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $25.98 and a fifty-two 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.