47,121 Shares in Schwab Fundamental U.S. Small Company ETF $FNDA Bought by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. purchased a new stake in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 47,121 shares of the exchange traded fund’s stock, valued at approximately $1,485,000. Schwab Fundamental U.S. Small Company ETF accounts for 1.5% of Birchwood Financial Partners Inc.’s holdings, making the stock its 19th biggest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FNDA. Waddell & Associates LLC increased its position in shares of Schwab Fundamental U.S. Small Company ETF by 1.5% in the fourth quarter. Waddell & Associates LLC now owns 2,823,762 shares of the exchange traded fund’s stock valued at $88,977,000 after buying an additional 41,512 shares in the last quarter. Steele Capital Management Inc. lifted its position in shares of Schwab Fundamental U.S. Small Company ETF by 4.2% during the 4th quarter. Steele Capital Management Inc. now owns 2,047,126 shares of the exchange traded fund’s stock valued at $64,505,000 after buying an additional 81,671 shares in the last quarter. Prairiewood Capital LLC lifted its position 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 valued at $62,703,000 after buying an additional 158,837 shares in the last quarter. UBS Group AG grew its stake in Schwab Fundamental U.S. Small Company ETF by 5.7% in the 4th quarter. UBS Group AG now owns 1,428,932 shares of the exchange traded fund’s stock valued at $45,026,000 after acquiring an additional 76,901 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC grew its stake in Schwab Fundamental U.S. Small Company ETF by 2.0% in the 4th quarter. Riverpoint Wealth Management Holdings LLC now owns 1,142,826 shares of the exchange traded fund’s stock valued at $36,010,000 after acquiring an additional 22,347 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Performance

Shares of NYSEARCA FNDA opened at $36.98 on Friday. The firm has a fifty day moving average of $35.65 and a 200 day moving average of $33.97. The firm has a market cap of $10.61 billion, a PE ratio of 17.12 and a beta of 1.03. Schwab Fundamental U.S. Small Company ETF has a one year low of $27.68 and a one year high of $37.76.

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.