Waterfront Wealth Inc. Grows Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Waterfront Wealth Inc. raised its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,192 shares of the exchange traded fund’s stock after acquiring an additional 410 shares during the period. Waterfront Wealth Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,671,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of FNDA. Harbour Investments Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 80.5% during the third quarter. Harbour Investments Inc. now owns 668 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 298 shares in the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1,341.0% during the fourth quarter. Geneos Wealth Management Inc. now owns 879 shares of the exchange traded fund’s stock valued at $49,000 after purchasing an additional 818 shares in the last quarter. GoalVest Advisory LLC bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the fourth quarter valued at $53,000. Citigroup Inc. bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the first quarter valued at $52,000. Finally, FinTrust Capital Advisors LLC lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 432.1% during the fourth quarter. FinTrust Capital Advisors LLC now owns 1,176 shares of the exchange traded fund’s stock valued at $55,000 after purchasing an additional 955 shares in the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.8 %

FNDA stock traded down $0.40 during trading on Wednesday, reaching $52.82. The stock had a trading volume of 216,797 shares, compared to its average volume of 345,913. Schwab Fundamental U.S. Small Company Index ETF has a 52 week low of $44.85 and a 52 week high of $57.30. The stock’s 50 day moving average is $55.16 and its two-hundred day moving average is $52.39. The firm has a market cap of $6.91 billion, a PE ratio of 13.99 and a beta of 1.19.

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.