Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Bought by Trilogy Capital Inc.

Trilogy Capital Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 98.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,297,427 shares of the exchange traded fund’s stock after buying an additional 643,634 shares during the period. Schwab Fundamental U.S. Small Company Index ETF comprises 2.0% of Trilogy Capital Inc.’s investment portfolio, making the stock its 16th biggest holding. Trilogy Capital Inc. owned approximately 0.88% of Schwab Fundamental U.S. Small Company Index ETF worth $38,534,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of FNDA. Hamilton Point Investment Advisors LLC lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 420 shares during the period. Bristlecone Advisors LLC purchased a new position in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at approximately $27,000. Bartlett & CO. Wealth Management LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock worth $29,000 after purchasing an additional 486 shares in the last quarter. Voisard Asset Management Group Inc. acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at $37,000. Finally, Signature Resources Capital Management LLC increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Signature Resources Capital Management LLC now owns 1,232 shares of the exchange traded fund’s stock valued at $37,000 after buying an additional 616 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Up 0.8 %

Schwab Fundamental U.S. Small Company Index ETF stock opened at $30.54 on Thursday. The firm’s 50-day simple moving average is $30.54 and its 200 day simple moving average is $29.90. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $26.32 and a 52 week high of $32.71. The firm has a market capitalization of $4.49 billion, a PE ratio of 14.98 and a beta of 1.18.

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