Brightwater Advisory LLC Raises Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Brightwater Advisory LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 89.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 152,789 shares of the exchange traded fund’s stock after buying an additional 72,170 shares during the period. Schwab Fundamental U.S. Small Company Index ETF accounts for about 3.6% of Brightwater Advisory LLC’s investment portfolio, making the stock its 10th biggest holding. Brightwater Advisory LLC owned approximately 0.10% of Schwab Fundamental U.S. Small Company Index ETF worth $4,538,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Charles Schwab Investment Management Inc. grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 1.1% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock worth $5,882,859,000 after acquiring an additional 1,108,150 shares during the period. Steele Capital Management Inc. boosted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 105.9% in the 4th quarter. Steele Capital Management Inc. now owns 2,063,680 shares of the exchange traded fund’s stock worth $61,291,000 after purchasing an additional 1,061,299 shares during the last quarter. Clarius Group LLC grew its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 92.1% during the fourth quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock worth $59,198,000 after purchasing an additional 955,574 shares during the period. Prairiewood Capital LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 111.8% in 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 during the last quarter. Finally, Trilogy Capital Inc. lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the fourth quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock valued at $38,534,000 after buying an additional 643,634 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.0 %

Shares of FNDA opened at $29.21 on Wednesday. The stock has a market cap of $4.29 billion, a P/E ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.38 and a 1 year high of $32.71. The stock’s 50-day moving average price is $30.05 and its two-hundred day moving average price is $30.03.

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.