MBE Wealth Management LLC Acquires 2,306 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

MBE Wealth Management LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 48.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,026 shares of the exchange traded fund’s stock after buying an additional 2,306 shares during the quarter. MBE Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $209,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Envestnet Asset Management Inc. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 30.5% during the second quarter. Envestnet Asset Management Inc. now owns 43,619 shares of the exchange traded fund’s stock valued at $2,396,000 after purchasing an additional 10,204 shares in the last quarter. Creative Planning boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 8.3% during the second quarter. Creative Planning now owns 134,862 shares of the exchange traded fund’s stock valued at $7,407,000 after purchasing an additional 10,368 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 180,814 shares of the exchange traded fund’s stock valued at $9,930,000 after purchasing an additional 1,112 shares in the last quarter. EP Wealth Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 75.7% during the second quarter. EP Wealth Advisors LLC now owns 22,802 shares of the exchange traded fund’s stock valued at $1,252,000 after purchasing an additional 9,825 shares in the last quarter. Finally, Cetera Investment Advisers boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.5% during the second quarter. Cetera Investment Advisers now owns 41,813 shares of the exchange traded fund’s stock valued at $2,296,000 after purchasing an additional 1,433 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.4 %

NYSEARCA FNDA opened at $30.59 on Tuesday. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $26.21 and a twelve month high of $32.71. The firm has a market capitalization of $4.50 billion, a PE ratio of 14.98 and a beta of 1.18. The stock’s 50 day moving average is $30.72 and its 200 day moving average is $29.85.

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.