GoalVest Advisory LLC Has $50,000 Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

GoalVest Advisory LLC raised its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 95.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,688 shares of the exchange traded fund’s stock after buying an additional 823 shares during the period. GoalVest Advisory LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $50,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in FNDA. MCF Advisors LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. MCF Advisors LLC now owns 5,512 shares of the exchange traded fund’s stock worth $164,000 after purchasing an additional 2,756 shares during the period. Verum Partners LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 92.9% in the fourth quarter. Verum Partners LLC now owns 180,954 shares of the exchange traded fund’s stock worth $5,374,000 after buying an additional 87,151 shares during the last quarter. Signature Resources Capital Management LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Signature Resources Capital Management LLC now owns 1,232 shares of the exchange traded fund’s stock worth $37,000 after buying an additional 616 shares during the period. Charles Schwab Trust Co grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 371,191 shares of the exchange traded fund’s stock valued at $11,024,000 after buying an additional 188,687 shares during the last quarter. Finally, Koshinski Asset Management Inc. raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 97.3% in the 4th quarter. Koshinski Asset Management Inc. now owns 7,468 shares of the exchange traded fund’s stock worth $222,000 after acquiring an additional 3,683 shares during the period.

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

Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.71 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.21 and a fifty-two week high of $32.71. The firm has a fifty day moving average price of $30.73 and a two-hundred day moving average price of $29.76. The firm has a market cap of $4.51 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18.

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.