Foster Victor Wealth Advisors LLC Increases Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Foster Victor Wealth Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 89.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,497 shares of the exchange traded fund’s stock after buying an additional 4,492 shares during the period. Foster Victor Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $290,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of FNDA. Envestnet Asset Management Inc. boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 30.5% during the 2nd quarter. Envestnet Asset Management Inc. now owns 43,619 shares of the exchange traded fund’s stock worth $2,396,000 after purchasing an additional 10,204 shares during the period. Creative Planning boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 8.3% during the second quarter. Creative Planning now owns 134,862 shares of the exchange traded fund’s stock valued at $7,407,000 after buying an additional 10,368 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 0.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 180,814 shares of the exchange traded fund’s stock worth $9,930,000 after buying an additional 1,112 shares during the period. EP Wealth Advisors LLC lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 75.7% during the 2nd quarter. EP Wealth Advisors LLC now owns 22,802 shares of the exchange traded fund’s stock worth $1,252,000 after acquiring an additional 9,825 shares during the last quarter. Finally, Cetera Investment Advisers boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 3.5% during the 2nd quarter. Cetera Investment Advisers now owns 41,813 shares of the exchange traded fund’s stock valued at $2,296,000 after acquiring an additional 1,433 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.4 %

FNDA stock opened at $30.41 on Thursday. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $26.21 and a twelve month high of $32.71. The firm has a market cap of $4.47 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The business’s fifty day simple moving average is $30.70 and its two-hundred day simple moving average is $29.86.

About Schwab Fundamental U.S. Small Company Index 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.