Schwab Fundamental U.S. Small Company ETF $FNDA Shares Purchased by Collective Family Office LLC

Collective Family Office LLC boosted its position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 8.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 356,359 shares of the exchange traded fund’s stock after buying an additional 26,462 shares during the period. Schwab Fundamental U.S. Small Company ETF makes up approximately 2.6% of Collective Family Office LLC’s investment portfolio, making the stock its 10th largest holding. Collective Family Office LLC owned 0.13% of Schwab Fundamental U.S. Small Company ETF worth $11,229,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 97.5% in the 4th quarter. Brighton Jones LLC now owns 12,759 shares of the exchange traded fund’s stock valued at $379,000 after buying an additional 6,299 shares during the period. Revolve Wealth Partners LLC acquired a new position in Schwab Fundamental U.S. Small Company ETF in the fourth quarter valued at approximately $256,000. Royal Bank of Canada boosted its position in Schwab Fundamental U.S. Small Company ETF by 58.3% in the 1st quarter. Royal Bank of Canada now owns 104,110 shares of the exchange traded fund’s stock worth $2,852,000 after purchasing an additional 38,354 shares in the last quarter. AQR Capital Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth approximately $711,000. Finally, Goldman Sachs Group Inc. acquired a new stake in shares of Schwab Fundamental U.S. Small Company ETF during the 1st quarter worth approximately $274,000.

Schwab Fundamental U.S. Small Company ETF Price Performance

FNDA opened at $32.33 on Friday. The firm has a fifty day moving average price of $33.80 and a 200 day moving average price of $32.17. Schwab Fundamental U.S. Small Company ETF has a 1 year low of $23.49 and a 1 year high of $35.31. The stock has a market cap of $9.23 billion, a P/E ratio of 17.12 and a beta of 1.10.

Schwab Fundamental U.S. Small Company ETF 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.