EP Wealth Advisors LLC Purchases 9,825 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

EP Wealth Advisors LLC lifted its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 75.7% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,802 shares of the exchange traded fund’s stock after buying an additional 9,825 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,252,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in FNDA. Advisory Services Network LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter worth about $156,000. Exencial Wealth Advisors LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 4.0% during the 4th quarter. Exencial Wealth Advisors LLC now owns 118,234 shares of the exchange traded fund’s stock worth $6,544,000 after purchasing an additional 4,495 shares in the last quarter. Waddell & Associates LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 0.4% during the 4th quarter. Waddell & Associates LLC now owns 1,250,165 shares of the exchange traded fund’s stock worth $69,202,000 after buying an additional 4,791 shares during the period. Elevate Wealth Advisory Inc. bought a new position in Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter valued at approximately $59,000. Finally, Bell Investment Advisors Inc boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 9.2% in the fourth quarter. Bell Investment Advisors Inc now owns 370,348 shares of the exchange traded fund’s stock valued at $20,499,000 after buying an additional 31,240 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 1.1 %

Shares of NYSEARCA:FNDA opened at $58.90 on Wednesday. The firm has a market cap of $8.66 billion, a price-to-earnings ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $44.85 and a 12 month high of $61.00. The company’s fifty day simple moving average is $57.81 and its 200 day simple moving average is $56.28.

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.