AlphaCore Capital LLC bought a new stake in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,508 shares of the exchange traded fund’s stock, valued at approximately $96,000.
Other large investors also recently made changes to their positions in the company. Continuum Advisory LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 140.5% in the 4th quarter. Continuum Advisory LLC now owns 909 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 531 shares during the period. Bernard Wealth Management Corp. acquired a new position in Schwab Fundamental U.S. Small Company ETF in the first quarter worth approximately $33,000. FAS Wealth Partners Inc. increased its holdings in Schwab Fundamental U.S. Small Company ETF by 97.6% in the fourth quarter. FAS Wealth Partners Inc. now owns 1,662 shares of the exchange traded fund’s stock worth $49,000 after buying an additional 821 shares during the last quarter. Bessemer Group Inc. increased its holdings in Schwab Fundamental U.S. Small Company ETF by 945.2% in the fourth quarter. Bessemer Group Inc. now owns 1,756 shares of the exchange traded fund’s stock worth $52,000 after buying an additional 1,588 shares during the last quarter. Finally, ST Germain D J Co. Inc. acquired a new position in Schwab Fundamental U.S. Small Company ETF in the first quarter worth approximately $55,000.
Schwab Fundamental U.S. Small Company ETF Stock Performance
NYSEARCA:FNDA opened at $29.24 on Tuesday. The stock’s 50 day moving average price is $29.01 and its 200 day moving average price is $28.20. Schwab Fundamental U.S. Small Company ETF has a 52 week low of $23.49 and a 52 week high of $32.71. The company has a market capitalization of $8.43 billion, a P/E ratio of 17.12 and a beta of 1.19.
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.
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