Cabot Wealth Management Inc. Boosts Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Cabot Wealth Management Inc. increased its position in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 95.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 146,239 shares of the exchange traded fund’s stock after buying an additional 71,578 shares during the quarter. Cabot Wealth Management Inc. owned about 0.10% of Schwab Fundamental U.S. Small Company Index ETF worth $4,343,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in FNDA. Charles Schwab Investment Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1.1% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 98,755,404 shares of the exchange traded fund’s stock valued at $5,882,859,000 after acquiring an additional 1,108,150 shares during the period. Steele Capital Management Inc. raised its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 105.9% in the fourth quarter. Steele Capital Management Inc. now owns 2,063,680 shares of the exchange traded fund’s stock worth $61,291,000 after acquiring an additional 1,061,299 shares during the last quarter. Clarius Group LLC lifted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 92.1% in the 4th quarter. Clarius Group LLC now owns 1,993,205 shares of the exchange traded fund’s stock valued at $59,198,000 after purchasing an additional 955,574 shares in the last quarter. Prairiewood Capital LLC boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 111.8% during the fourth quarter. Prairiewood Capital LLC now owns 1,450,926 shares of the exchange traded fund’s stock worth $43,093,000 after acquiring an additional 765,994 shares during the last quarter. Finally, Trilogy Capital Inc. increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 98.4% in the fourth quarter. Trilogy Capital Inc. now owns 1,297,427 shares of the exchange traded fund’s stock valued at $38,534,000 after purchasing an additional 643,634 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 2.3 %

Shares of FNDA opened at $29.29 on Friday. The firm has a market cap of $4.31 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a fifty-two week low of $26.38 and a fifty-two week high of $32.71. The company’s fifty day moving average is $30.13 and its two-hundred day moving average is $29.99.

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.