Appleton Partners Inc. MA Sells 4,668 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Appleton Partners Inc. MA reduced its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report) by 44.0% in the second quarter, Holdings Channel.com reports. The institutional investor owned 5,952 shares of the exchange traded fund’s stock after selling 4,668 shares during the period. Appleton Partners Inc. MA’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $327,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of FNDA. Horan Capital Advisors LLC. grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 11.0% in the fourth quarter. Horan Capital Advisors LLC. now owns 115,051 shares of the exchange traded fund’s stock worth $6,368,000 after purchasing an additional 11,372 shares during the period. Dorsey & Whitney Trust CO LLC grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 20.3% in the fourth 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 Schwab Fundamental U.S. Small Company Index ETF by 1.4% in the fourth 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 stake in Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter worth about $34,000. Finally, Roof Eidam Maycock Peralta LLC grew its holdings in Schwab Fundamental U.S. Small Company Index ETF by 4.2% in the fourth 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 Down 3.0 %

FNDA traded down $1.75 during midday trading on Friday, reaching $56.40. The company’s stock had a trading volume of 430,820 shares, compared to its average volume of 318,557. The firm has a market capitalization of $8.29 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 1 year low of $44.85 and a 1 year high of $61.00. The stock’s 50-day moving average is $56.14 and its 200-day moving average is $55.39.

Schwab Fundamental U.S. Small Company Index ETF Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding FNDA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report).

Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

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