Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Stake Lifted by Morling Financial Advisors LLC

Morling Financial Advisors LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,600 shares of the exchange traded fund’s stock after purchasing an additional 800 shares during the period. Morling Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $48,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF during the third quarter valued at approximately $44,000. Hamilton Point Investment Advisors LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during 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 in 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 raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock worth $27,000 after acquiring an additional 459 shares during the period. Finally, Bartlett & CO. Wealth Management LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 486 shares during the period.

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

NYSEARCA:FNDA opened at $27.49 on Tuesday. The firm’s 50-day moving average is $29.84 and its 200-day moving average is $30.04. Schwab Fundamental U.S. Small Company Index ETF has a 52-week low of $26.38 and a 52-week high of $32.71. The company has a market cap of $8.57 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22.

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.