GoalVest Advisory LLC Has $50,000 Stock Position in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

GoalVest Advisory LLC boosted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 95.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,688 shares of the exchange traded fund’s stock after buying an additional 823 shares during the quarter. GoalVest Advisory LLC’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $50,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the stock. MCF Advisors LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. MCF Advisors LLC now owns 5,512 shares of the exchange traded fund’s stock worth $164,000 after purchasing an additional 2,756 shares during the last quarter. Verum Partners LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 92.9% during the fourth quarter. Verum Partners LLC now owns 180,954 shares of the exchange traded fund’s stock worth $5,374,000 after buying an additional 87,151 shares in the last quarter. Signature Resources Capital Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Signature Resources Capital Management LLC now owns 1,232 shares of the exchange traded fund’s stock valued at $37,000 after acquiring an additional 616 shares during the period. Charles Schwab Trust Co raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 103.4% in the 4th quarter. Charles Schwab Trust Co now owns 371,191 shares of the exchange traded fund’s stock valued at $11,024,000 after acquiring an additional 188,687 shares in the last quarter. Finally, Koshinski Asset Management Inc. lifted its position in shares of Schwab Fundamental U.S. Small Company Index ETF by 97.3% in the 4th quarter. Koshinski Asset Management Inc. now owns 7,468 shares of the exchange traded fund’s stock worth $222,000 after acquiring an additional 3,683 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Trading Down 0.9 %

FNDA opened at $30.71 on Thursday. The stock’s 50 day simple moving average is $30.73 and its 200-day simple moving average is $29.76. The stock has a market cap of $4.51 billion, a PE ratio of 14.98 and a beta of 1.18. Schwab Fundamental U.S. Small Company Index ETF has a 1 year low of $26.21 and a 1 year high of $32.71.

About Schwab Fundamental U.S. Small Company Index ETF

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.