EP Wealth Advisors LLC Boosts Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

EP Wealth Advisors LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 91.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 38,851 shares of the exchange traded fund’s stock after purchasing an additional 18,585 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $1,154,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. American Capital Advisory LLC increased its position in Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the 4th quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 442 shares in the last quarter. Brookstone Capital Management increased its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 45.9% during the fourth quarter. Brookstone Capital Management now owns 11,282 shares of the exchange traded fund’s stock valued at $335,000 after acquiring an additional 3,547 shares in the last quarter. Bleakley Financial Group LLC raised its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Bleakley Financial Group LLC now owns 7,048 shares of the exchange traded fund’s stock valued at $209,000 after purchasing an additional 3,524 shares during the last quarter. Principal Securities Inc. boosted its stake in Schwab Fundamental U.S. Small Company Index ETF by 178.5% in the 4th quarter. Principal Securities Inc. now owns 3,434 shares of the exchange traded fund’s stock worth $102,000 after purchasing an additional 2,201 shares in the last quarter. Finally, Bank of Montreal Can grew its position in Schwab Fundamental U.S. Small Company Index ETF by 107.9% during the 4th quarter. Bank of Montreal Can now owns 15,042 shares of the exchange traded fund’s stock worth $447,000 after purchasing an additional 7,806 shares during the last quarter.

Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.0 %

Shares of Schwab Fundamental U.S. Small Company Index ETF stock opened at $27.16 on Friday. The firm’s 50 day simple moving average is $26.59 and its two-hundred day simple moving average is $29.10. The firm has a market capitalization of $8.12 billion, a price-to-earnings ratio of 17.38 and a beta of 1.11. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $23.49 and a 12-month high of $32.71.

Schwab Fundamental U.S. Small Company Index ETF Cuts Dividend

The company also recently announced a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were paid a $0.051 dividend. The ex-dividend date was Wednesday, March 26th.

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.