Addison Advisors LLC Grows Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Addison Advisors LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 99.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,654 shares of the exchange traded fund’s stock after buying an additional 45,107 shares during the quarter. Addison Advisors LLC owned about 0.06% of Schwab Fundamental U.S. Small Company Index ETF worth $2,692,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in FNDA. Capasso Planning Partners LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the 3rd quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock worth $323,000 after purchasing an additional 521 shares during the period. American Capital Advisory LLC boosted its holdings in shares of 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 worth $26,000 after purchasing an additional 442 shares during the period. Brookstone Capital Management boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 45.9% in the 4th quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock worth $335,000 after purchasing an additional 3,547 shares during the period. Bleakley Financial Group LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bleakley Financial Group LLC now owns 7,048 shares of the exchange traded fund’s stock worth $209,000 after purchasing an additional 3,524 shares during the period. Finally, Wilmington Savings Fund Society FSB purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter worth approximately $1,122,000.

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

Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $29.22 on Tuesday. The stock has a market cap of $4.30 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. The stock has a 50 day moving average price of $30.09 and a 200-day moving average price of $30.02. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $26.38 and a one 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.