Paragon Capital Management Ltd raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 100.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,958 shares of the exchange traded fund’s stock after purchasing an additional 5,479 shares during the quarter. Paragon Capital Management Ltd’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $325,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Capital Advisors Inc. OK grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 7.8% in the third quarter. Capital Advisors Inc. OK now owns 5,251 shares of the exchange traded fund’s stock valued at $313,000 after purchasing an additional 379 shares in the last quarter. Brighton Jones LLC grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 6.5% in the second quarter. Brighton Jones LLC now owns 6,445 shares of the exchange traded fund’s stock valued at $354,000 after purchasing an additional 393 shares in the last quarter. Howe & Rusling Inc. grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 14.2% in the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock valued at $191,000 after purchasing an additional 399 shares in the last quarter. Horan Capital Advisors LLC. grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 0.4% in the third quarter. Horan Capital Advisors LLC. now owns 122,399 shares of the exchange traded fund’s stock valued at $7,291,000 after purchasing an additional 442 shares in the last quarter. Finally, Bristlecone Advisors LLC purchased a new position in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at about $27,000.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
Shares of NYSEARCA FNDA opened at $30.19 on Thursday. The company has a market capitalization of $4.44 billion, a P/E ratio of 14.98 and a beta of 1.18. The business’s 50-day moving average price is $30.82 and its two-hundred day moving average price is $29.65. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $25.98 and a one year high of $32.71.
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.
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