EverSource Wealth Advisors LLC Has $34,000 Stock Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

EverSource Wealth Advisors LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 100.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,130 shares of the exchange traded fund’s stock after acquiring an additional 565 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $34,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of FNDA. Caprock Group LLC bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth approximately $687,000. Prospera Financial Services Inc increased its position in Schwab Fundamental U.S. Small Company Index ETF by 27.6% during the 3rd quarter. Prospera Financial Services Inc now owns 6,065 shares of the exchange traded fund’s stock worth $361,000 after buying an additional 1,313 shares during the period. Howe & Rusling Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 14.2% during the third quarter. Howe & Rusling Inc. now owns 3,203 shares of the exchange traded fund’s stock worth $191,000 after buying an additional 399 shares in the last quarter. First Horizon Advisors Inc. acquired a new position in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter valued at about $118,000. Finally, Steele Capital Management Inc. increased its position in Schwab Fundamental U.S. Small Company Index ETF by 2.7% during the third quarter. Steele Capital Management Inc. now owns 1,002,381 shares of the exchange traded fund’s stock worth $59,712,000 after acquiring an additional 26,525 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 0.6 %

Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $27.87 on Friday. The stock has a market capitalization of $8.67 billion, a price-to-earnings ratio of 17.55 and a beta of 1.22. Schwab Fundamental U.S. Small Company Index ETF has a twelve month low of $26.38 and a twelve month high of $32.71. The company has a 50-day simple moving average of $29.45 and a two-hundred day simple moving average of $29.92.

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.