Charles Schwab Investment Advisory Inc. Has $1.45 Billion Stake in Schwab Fundamental US Small Company ETF (FNDA)

Charles Schwab Investment Advisory Inc. grew its holdings in Schwab Fundamental US Small Company ETF (NYSE:FNDA) by 15.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,057,743 shares of the exchange traded fund’s stock after purchasing an additional 5,381,025 shares during the period. Schwab Fundamental US Small Company ETF comprises approximately 6.0% of Charles Schwab Investment Advisory Inc.’s investment portfolio, making the stock its 5th biggest holding. Charles Schwab Investment Advisory Inc.’s holdings in Schwab Fundamental US Small Company ETF were worth $1,453,295,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. BB&T Securities LLC acquired a new position in Schwab Fundamental US Small Company ETF during the second quarter worth $211,000. Sciencast Management LP acquired a new position in Schwab Fundamental US Small Company ETF during the second quarter worth $232,000. WESPAC Advisors LLC increased its holdings in Schwab Fundamental US Small Company ETF by 2.3% during the second quarter. WESPAC Advisors LLC now owns 6,702 shares of the exchange traded fund’s stock worth $233,000 after buying an additional 151 shares during the last quarter. Royal Bank of Canada increased its holdings in Schwab Fundamental US Small Company ETF by 62.6% during the second quarter. Royal Bank of Canada now owns 11,289 shares of the exchange traded fund’s stock worth $392,000 after buying an additional 4,347 shares during the last quarter. Finally, Ameriprise Financial Inc. increased its holdings in Schwab Fundamental US Small Company ETF by 75.8% during the second quarter. Ameriprise Financial Inc. now owns 12,034 shares of the exchange traded fund’s stock worth $418,000 after buying an additional 5,188 shares during the last quarter.

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Shares of Schwab Fundamental US Small Company ETF (NYSE FNDA) traded down $0.09 on Tuesday, reaching $36.22. 267,913 shares of the company were exchanged. Schwab Fundamental US Small Company ETF has a fifty-two week low of $31.38 and a fifty-two week high of $36.84.

Institutional Ownership by Quarter for Schwab Fundamental US Small Company ETF (NYSE:FNDA)

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