Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) is Bell Investment Advisors Inc’s 8th Largest Position

Bell Investment Advisors Inc raised its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 104.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 734,164 shares of the exchange traded fund’s stock after acquiring an additional 374,442 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up about 4.1% of Bell Investment Advisors Inc’s holdings, making the stock its 8th biggest holding. Bell Investment Advisors Inc owned about 0.50% of Schwab Fundamental U.S. Small Company Index ETF worth $21,805,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in 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 worth $25,000 after buying 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% in the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock valued at $26,000 after purchasing an additional 442 shares during the last quarter. Bristlecone Advisors LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 101.1% in the 4th quarter. Bristlecone Advisors LLC now owns 913 shares of the exchange traded fund’s stock valued at $27,000 after purchasing an additional 459 shares during the last quarter. Bartlett & CO. Wealth Management LLC raised its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 486 shares during the last quarter. Finally, Assetmark Inc. raised its position in Schwab Fundamental U.S. Small Company Index ETF by 262.8% in the 4th quarter. Assetmark Inc. now owns 1,052 shares of the exchange traded fund’s stock valued at $31,000 after purchasing an additional 762 shares during the last quarter.

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

FNDA stock opened at $28.12 on Monday. The company has a fifty day moving average price of $29.84 and a 200 day moving average price of $30.04. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $26.38 and a 12 month high of $32.71. The company has a market cap of $8.77 billion, a price-to-earnings ratio of 17.80 and a beta of 1.22.

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.