Kestra Advisory Services LLC Boosts Stock Position in Schwab Fundamental U.S. Small Company ETF $FNDA

Kestra Advisory Services LLC grew its position in shares of Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA) by 130.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 24,423 shares of the exchange traded fund’s stock after acquiring an additional 13,805 shares during the period. Kestra Advisory Services LLC’s holdings in Schwab Fundamental U.S. Small Company ETF were worth $792,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Silver Oak Securities Incorporated raised its stake in shares of Schwab Fundamental U.S. Small Company ETF by 53.8% during the fourth quarter. Silver Oak Securities Incorporated now owns 44,419 shares of the exchange traded fund’s stock worth $1,415,000 after acquiring an additional 15,532 shares in the last quarter. Steele Capital Management Inc. boosted its stake in shares of Schwab Fundamental U.S. Small Company ETF by 4.2% in the 4th quarter. Steele Capital Management Inc. now owns 2,047,126 shares of the exchange traded fund’s stock valued at $64,505,000 after purchasing an additional 81,671 shares in the last quarter. Prairiewood Capital LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 8.7% during the 4th quarter. Prairiewood Capital LLC now owns 1,989,955 shares of the exchange traded fund’s stock valued at $62,703,000 after purchasing an additional 158,837 shares during the last quarter. Johnson Bixby & Associates LLC grew its holdings in shares of Schwab Fundamental U.S. Small Company ETF by 39.2% during the 1st quarter. Johnson Bixby & Associates LLC now owns 298,854 shares of the exchange traded fund’s stock valued at $9,692,000 after purchasing an additional 84,221 shares during the last quarter. Finally, Solitude Financial Services raised its position in Schwab Fundamental U.S. Small Company ETF by 2.4% in the 4th quarter. Solitude Financial Services now owns 999,593 shares of the exchange traded fund’s stock worth $31,497,000 after purchasing an additional 23,062 shares during the period.

Schwab Fundamental U.S. Small Company ETF Stock Up 0.2%

Schwab Fundamental U.S. Small Company ETF stock opened at $37.34 on Friday. The company has a market capitalization of $9.17 billion, a PE ratio of 17.12 and a beta of 1.02. The firm has a fifty day simple moving average of $36.83 and a two-hundred day simple moving average of $34.96. Schwab Fundamental U.S. Small Company ETF has a twelve month low of $28.43 and a twelve month high of $38.29.

Schwab Fundamental U.S. Small Company ETF 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. FNDA was launched on Aug 15, 2013 and is managed by Charles Schwab.