Schwab Fundamental U.S. Small Company Index (FNDA) Shares Bought by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC raised its stake in Schwab Fundamental U.S. Small Company Index (NYSEARCA:FNDA) by 435.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,500 shares of the exchange traded fund’s stock after purchasing an additional 2,033 shares during the period. Blue Bell Private Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index were worth $82,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. CLS Investments LLC increased its position in shares of Schwab Fundamental U.S. Small Company Index by 549.7% in the 3rd quarter. CLS Investments LLC now owns 851,852 shares of the exchange traded fund’s stock worth $34,687,000 after purchasing an additional 720,728 shares during the last quarter. Jane Street Group LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company Index in the 3rd quarter worth about $3,254,000. Vigilant Capital Management LLC increased its position in shares of Schwab Fundamental U.S. Small Company Index by 1.7% in the 4th quarter. Vigilant Capital Management LLC now owns 481,006 shares of the exchange traded fund’s stock worth $15,796,000 after purchasing an additional 7,993 shares during the last quarter. Riverpoint Wealth Management Holdings LLC increased its position in shares of Schwab Fundamental U.S. Small Company Index by 3.6% in the 3rd quarter. Riverpoint Wealth Management Holdings LLC now owns 269,566 shares of the exchange traded fund’s stock worth $10,977,000 after purchasing an additional 9,402 shares during the last quarter. Finally, Creative Planning increased its position in shares of Schwab Fundamental U.S. Small Company Index by 32.1% in the 3rd quarter. Creative Planning now owns 25,084 shares of the exchange traded fund’s stock worth $1,021,000 after purchasing an additional 6,097 shares during the last quarter.

Shares of FNDA traded up $0.27 during midday trading on Wednesday, hitting $35.40. The company had a trading volume of 295,466 shares, compared to its average volume of 337,106. Schwab Fundamental U.S. Small Company Index has a 52 week low of $30.98 and a 52 week high of $41.83.

The business also recently announced a quarterly dividend, which was paid on Thursday, January 3rd. Stockholders of record on Monday, December 31st were given a $0.01 dividend. This represents a $0.04 annualized dividend and a dividend yield of 0.11%. The ex-dividend date was Friday, December 28th.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index (NYSEARCA:FNDA)

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