20,110 Shares in Schwab Fundamental U.S. Small Company ETF $FNDA Purchased by GatePass Capital LLC

GatePass Capital LLC purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 20,110 shares of the exchange traded fund’s stock, valued at approximately $652,000.

Other institutional investors have also added to or reduced their stakes in the company. Phillips Financial Management LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 4th quarter worth approximately $26,000. Russell Investments Group Ltd. boosted its position in shares of Schwab Fundamental U.S. Small Company ETF by 94.3% during the 4th quarter. Russell Investments Group Ltd. now owns 845 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 410 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 4th quarter valued at approximately $28,000. Smartleaf Asset Management LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 214.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 959 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 654 shares in the last quarter. Finally, High Note Wealth LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter valued at $34,000.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of FNDA opened at $37.65 on Friday. The company’s fifty day moving average is $36.62 and its 200 day moving average is $34.76. Schwab Fundamental U.S. Small Company ETF has a fifty-two week low of $28.43 and a fifty-two week high of $38.29. The stock has a market capitalization of $9.24 billion, a PE ratio of 17.12 and a beta of 1.02.

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