Johnson Bixby & Associates LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA – Free Report) by 105.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 370,138 shares of the exchange traded fund’s stock after purchasing an additional 189,651 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises 1.7% of Johnson Bixby & Associates LLC’s portfolio, making the stock its 14th largest holding. Johnson Bixby & Associates LLC owned approximately 0.25% of Schwab Fundamental U.S. Small Company Index ETF worth $10,993,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Charles Schwab Investment Management Inc. raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 1.1% during the third quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock valued at $5,882,859,000 after acquiring an additional 1,108,150 shares during the period. Clarius Group LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 92.1% in the fourth quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock worth $59,198,000 after buying an additional 955,574 shares in the last quarter. Prairiewood Capital LLC grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 111.8% during the fourth quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock valued at $43,093,000 after purchasing an additional 765,994 shares in the last quarter. Waddell & Associates LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 2.3% in the third quarter. Waddell & Associates LLC now owns 1,283,090 shares of the exchange traded fund’s stock worth $76,434,000 after purchasing an additional 29,296 shares during the last quarter. Finally, Steele Capital Management Inc. lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 2.7% in the third quarter. Steele Capital Management Inc. now owns 1,002,381 shares of the exchange traded fund’s stock worth $59,712,000 after buying an additional 26,525 shares in the last quarter.
Schwab Fundamental U.S. Small Company Index ETF Price Performance
NYSEARCA FNDA opened at $30.74 on Friday. The stock has a market capitalization of $4.52 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $26.21 and a 1-year high of $32.71. The business has a 50 day simple moving average of $30.73 and a two-hundred day simple moving average of $29.76.
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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