Addison Advisors LLC Increases Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Addison Advisors LLC grew its holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 0.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 48,581 shares of the exchange traded fund’s stock after acquiring an additional 298 shares during the period. Schwab Fundamental U.S. Small Company Index ETF accounts for about 1.0% of Addison Advisors LLC’s portfolio, making the stock its 23rd largest position. Addison Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $2,689,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the business. Geneos Wealth Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 1,341.0% in the fourth quarter. Geneos Wealth Management Inc. now owns 879 shares of the exchange traded fund’s stock worth $49,000 after purchasing an additional 818 shares during the last quarter. GoalVest Advisory LLC bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter worth about $53,000. AlphaCore Capital LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 621.6% in the third quarter. AlphaCore Capital LLC now owns 1,739 shares of the exchange traded fund’s stock worth $84,000 after purchasing an additional 1,498 shares during the last quarter. Larson Financial Group LLC increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 519.0% in the third quarter. Larson Financial Group LLC now owns 1,820 shares of the exchange traded fund’s stock worth $88,000 after purchasing an additional 1,526 shares during the last quarter. Finally, Sheets Smith Wealth Management bought a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the third quarter worth about $95,000.

Schwab Fundamental U.S. Small Company Index ETF Price Performance

Shares of FNDA stock traded up $0.27 during trading hours on Friday, hitting $54.45. The stock had a trading volume of 241,949 shares, compared to its average volume of 338,660. Schwab Fundamental U.S. Small Company Index ETF has a one year low of $44.85 and a one year high of $57.30. The stock’s 50-day moving average price is $55.09 and its two-hundred day moving average price is $52.70. The stock has a market capitalization of $7.98 billion, a price-to-earnings ratio of 14.31 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.