Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Acquired by Morris Financial Concepts Inc.

Morris Financial Concepts Inc. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 98.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,835 shares of the exchange traded fund’s stock after buying an additional 3,886 shares during the quarter. Morris Financial Concepts Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $233,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Capital Advisors Inc. OK boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 7.8% during the 3rd quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock worth $313,000 after acquiring an additional 379 shares in the last quarter. Howe & Rusling Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 14.2% during the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock valued at $191,000 after purchasing an additional 399 shares during the last quarter. Hamilton Point Investment Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in 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 period. Horan Capital Advisors LLC. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the 3rd quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock valued at $7,291,000 after purchasing an additional 442 shares during the period. Finally, American Capital Advisory LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 442 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Trading Down 1.2 %

NYSEARCA FNDA opened at $29.91 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71. The company has a market cap of $4.40 billion, a PE ratio of 14.98 and a beta of 1.18. The stock’s 50-day moving average price is $30.35 and its two-hundred day moving average price is $29.93.

About Schwab Fundamental U.S. Small Company Index ETF

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.