Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Bought by Modera Wealth Management LLC

Modera Wealth Management LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 128.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,223 shares of the exchange traded fund’s stock after acquiring an additional 11,367 shares during the period. Modera Wealth Management LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $601,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hamilton Point Investment Advisors LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock worth $25,000 after acquiring an additional 420 shares during the last quarter. American Capital Advisory LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 442 shares during the last quarter. Bristlecone Advisors LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the fourth quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock valued at $27,000 after buying an additional 459 shares during the last quarter. Bartlett & CO. Wealth Management LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock valued at $29,000 after buying an additional 486 shares during the last quarter. Finally, Iron Horse Wealth Management LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the fourth quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 546 shares during the last quarter.

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

NYSEARCA:FNDA opened at $28.05 on Wednesday. The firm has a 50 day simple moving average of $29.99 and a 200-day simple moving average of $30.06. The firm has a market cap of $8.75 billion, a PE ratio of 17.80 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a 1-year low of $26.38 and a 1-year high of $32.71.

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.