Sebold Capital Management Inc. Raises Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Sebold Capital Management Inc. boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 124.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 65,838 shares of the exchange traded fund’s stock after acquiring an additional 36,493 shares during the period. Schwab Fundamental U.S. Small Company Index ETF accounts for about 2.7% of Sebold Capital Management Inc.’s portfolio, making the stock its 13th largest holding. Sebold Capital Management Inc. owned approximately 0.05% of Schwab Fundamental U.S. Small Company Index ETF worth $3,644,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Harbour Investments Inc. increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 80.5% in the third quarter. Harbour Investments Inc. now owns 668 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 298 shares during the last quarter. Indiana Trust & Investment Management CO acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at about $35,000. Citigroup Inc. acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the first quarter valued at about $52,000. GoalVest Advisory LLC purchased a new position in Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter valued at about $53,000. Finally, FinTrust Capital Advisors LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 432.1% in the fourth quarter. FinTrust Capital Advisors LLC now owns 1,176 shares of the exchange traded fund’s stock valued at $55,000 after buying an additional 955 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

Shares of FNDA opened at $56.74 on Thursday. The stock has a market cap of $7.42 billion, a price-to-earnings ratio of 13.99 and a beta of 1.19. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $44.85 and a 1-year high of $56.80. The firm has a 50 day simple moving average of $54.69 and a 200-day simple moving average of $51.74.

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.