Wealth Forward LLC Makes New $4.58 Million Investment in Schwab Fundamental International Small Equity ETF $FNDC

Wealth Forward LLC purchased a new stake in Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 91,808 shares of the company’s stock, valued at approximately $4,575,000. Schwab Fundamental International Small Equity ETF comprises 2.0% of Wealth Forward LLC’s holdings, making the stock its 14th largest holding. Wealth Forward LLC owned 0.15% of Schwab Fundamental International Small Equity ETF at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Cherry Tree Wealth Management LLC increased its holdings in shares of Schwab Fundamental International Small Equity ETF by 8.7% during the 2nd quarter. Cherry Tree Wealth Management LLC now owns 195,984 shares of the company’s stock worth $9,517,000 after acquiring an additional 15,672 shares during the last quarter. Prairiewood Capital LLC grew its position in shares of Schwab Fundamental International Small Equity ETF by 4.6% during the 1st quarter. Prairiewood Capital LLC now owns 301,819 shares of the company’s stock worth $13,992,000 after purchasing an additional 13,238 shares in the last quarter. Breakwater Capital Group increased its stake in Schwab Fundamental International Small Equity ETF by 9.5% during the 2nd quarter. Breakwater Capital Group now owns 190,984 shares of the company’s stock worth $9,274,000 after acquiring an additional 16,529 shares during the period. Rockefeller Capital Management L.P. raised its stake in Schwab Fundamental International Small Equity ETF by 63.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 39,449 shares of the company’s stock valued at $1,757,000 after purchasing an additional 15,319 shares in the last quarter. Finally, BFI Wealth Solutions LLC acquired a new position in shares of Schwab Fundamental International Small Equity ETF in the 4th quarter valued at approximately $2,529,000.

Schwab Fundamental International Small Equity ETF Price Performance

NYSEARCA:FNDC traded down $0.60 during trading hours on Wednesday, hitting $49.14. The company’s stock had a trading volume of 54,291 shares, compared to its average volume of 148,939. The stock has a fifty day simple moving average of $50.66 and a 200-day simple moving average of $49.56. Schwab Fundamental International Small Equity ETF has a twelve month low of $42.95 and a twelve month high of $51.83. The company has a market capitalization of $3.04 billion, a P/E ratio of 13.87 and a beta of 0.77.

About Schwab Fundamental International Small Equity ETF

The Schwab Fundamental International Small Company Index ETF (FNDC) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a fundamentally-selected and -weighted Russell index of small firms in developed ex-US markets based on adjusted sales, retained operational cash flow, and dividends\u002Fbuybacks. FNDC was launched on Aug 15, 2013 and is managed by Charles Schwab.