Kestra Advisory Services LLC Raises Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Kestra Advisory Services LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 130.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,423 shares of the exchange traded fund’s stock after buying an additional 13,805 shares during the period. Kestra Advisory Services LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $792,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in FNDA. Sowell Financial Services LLC boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 0.3% during the 4th quarter. Sowell Financial Services LLC now owns 114,859 shares of the exchange traded fund’s stock valued at $3,619,000 after acquiring an additional 343 shares during the last quarter. Russell Investments Group Ltd. grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% during the fourth quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock worth $27,000 after purchasing an additional 410 shares in the last quarter. Comerica Bank increased its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.7% in the fourth quarter. Comerica Bank now owns 25,362 shares of the exchange traded fund’s stock worth $799,000 after purchasing an additional 413 shares during the last quarter. Sand Hill Global Advisors LLC increased its position in shares of Schwab Fundamental U.S. Small Company ETF by 6.0% in the fourth quarter. Sand Hill Global Advisors LLC now owns 8,010 shares of the exchange traded fund’s stock worth $252,000 after purchasing an additional 451 shares during the last quarter. Finally, Nicholas Hoffman & Company LLC. raised its stake in Schwab Fundamental U.S. Small Company ETF by 5.9% in the fourth quarter. Nicholas Hoffman & Company LLC. now owns 8,623 shares of the exchange traded fund’s stock valued at $272,000 after purchasing an additional 482 shares in the last quarter.

Schwab Fundamental U.S. Small Company ETF Price Performance

Shares of FNDA opened at $37.34 on Friday. Schwab Fundamental U.S. Small Company ETF has a 1-year low of $28.43 and a 1-year high of $38.29. The company has a market capitalization of $9.17 billion, a P/E ratio of 17.12 and a beta of 1.02. The firm’s 50 day simple moving average is $36.83 and its 200 day simple moving average is $34.96.

Schwab Fundamental U.S. Small Company 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.