Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) Shares Acquired by Pasadena Private Wealth LLC

Pasadena Private Wealth LLC grew its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 1.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 262,418 shares of the exchange traded fund’s stock after acquiring an additional 4,213 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF comprises approximately 3.4% of Pasadena Private Wealth LLC’s investment portfolio, making the stock its 6th biggest position. Pasadena Private Wealth LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $14,966,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Horan Capital Advisors LLC. increased its stake in shares of Schwab Fundamental U.S. Small Company Index ETF by 11.0% in the 4th quarter. Horan Capital Advisors LLC. now owns 115,051 shares of the exchange traded fund’s stock worth $6,368,000 after acquiring an additional 11,372 shares during the last quarter. Dorsey & Whitney Trust CO LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 20.3% during the 4th quarter. Dorsey & Whitney Trust CO LLC now owns 13,731 shares of the exchange traded fund’s stock worth $760,000 after purchasing an additional 2,320 shares during the period. Charles Schwab Investment Advisory Inc. grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.4% during the 4th quarter. Charles Schwab Investment Advisory Inc. now owns 93,544,825 shares of the exchange traded fund’s stock worth $5,177,706,000 after purchasing an additional 1,249,096 shares during the period. Signature Resources Capital Management LLC purchased a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 4th quarter worth $34,000. Finally, Roof Eidam Maycock Peralta LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 4.2% during the 4th quarter. Roof Eidam Maycock Peralta LLC now owns 60,440 shares of the exchange traded fund’s stock worth $3,345,000 after purchasing an additional 2,424 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Trading Up 0.7 %

Schwab Fundamental U.S. Small Company Index ETF stock traded up $0.37 during midday trading on Friday, reaching $54.85. 19,725 shares of the stock traded hands, compared to its average volume of 315,733. The company has a 50-day simple moving average of $55.26 and a two-hundred day simple moving average of $54.84. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $44.85 and a 12-month high of $57.53. The firm has a market cap of $8.06 billion, a PE ratio of 14.98 and a beta of 1.18.

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.