Waterfront Wealth Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 26.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 113,071 shares of the exchange traded fund’s stock after acquiring an additional 23,428 shares during the period. Waterfront Wealth Inc.’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $3,667,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also added to or reduced their stakes in the company. Wellington Management Group LLP purchased a new position in shares of Schwab Fundamental U.S. Small Company ETF during the 3rd quarter valued at $15,153,000. Mariner LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 61.6% during the fourth quarter. Mariner LLC now owns 518,355 shares of the exchange traded fund’s stock valued at $16,333,000 after acquiring an additional 197,637 shares in the last quarter. Winter & Associates Inc. bought a new stake in Schwab Fundamental U.S. Small Company ETF in the 4th quarter valued at $6,044,000. Marble Wealth LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company ETF in the fourth quarter worth about $6,007,000. Finally, Prairiewood Capital LLC raised its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 8.7% during the 4th quarter. Prairiewood Capital LLC now owns 1,989,955 shares of the exchange traded fund’s stock worth $62,703,000 after acquiring an additional 158,837 shares in the last quarter.
Schwab Fundamental U.S. Small Company ETF Stock Up 1.3%
Schwab Fundamental U.S. Small Company ETF stock opened at $37.36 on Friday. The firm’s fifty day moving average is $36.40 and its 200 day moving average is $34.55. The company has a market cap of $9.16 billion, a price-to-earnings ratio of 17.12 and a beta of 1.02. Schwab Fundamental U.S. Small Company ETF has a 52-week low of $28.43 and a 52-week high of $38.29.
Schwab Fundamental U.S. Small Company 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.
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