Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Acquired by ORG Partners LLC

ORG Partners LLC grew its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 146.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,293 shares of the exchange traded fund’s stock after purchasing an additional 4,329 shares during the quarter. ORG Partners LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $217,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the company. Capasso Planning Partners LLC increased its holdings in Schwab Fundamental U.S. Small Company Index ETF by 10.6% in the third quarter. Capasso Planning Partners LLC now owns 5,428 shares of the exchange traded fund’s stock valued at $323,000 after buying an additional 521 shares in the last quarter. Wilmington Savings Fund Society FSB purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at about $1,122,000. Jane Street Group LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 70.1% in the 3rd quarter. Jane Street Group LLC now owns 30,140 shares of the exchange traded fund’s stock worth $1,795,000 after purchasing an additional 12,424 shares during the period. AE Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Small Company Index ETF during the second quarter worth approximately $245,000. Finally, Johnson Investment Counsel Inc. boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 6.1% during the second quarter. Johnson Investment Counsel Inc. now owns 5,396 shares of the exchange traded fund’s stock worth $296,000 after purchasing an additional 308 shares in the last quarter.

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

Schwab Fundamental U.S. Small Company Index ETF stock opened at $29.16 on Friday. The stock has a market capitalization of $4.29 billion, a PE ratio of 14.98 and a beta of 1.18. The business has a 50 day simple moving average of $30.86 and a 200-day simple moving average of $29.59. Schwab Fundamental U.S. Small Company Index ETF has a 12 month low of $25.98 and a 12 month high of $32.71.

Schwab Fundamental U.S. Small Company Index 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.