Pennsylvania Capital Management Inc. ADV Has $428,000 Stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Pennsylvania Capital Management Inc. ADV increased its stake in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 117.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,419 shares of the exchange traded fund’s stock after purchasing an additional 7,797 shares during the period. Pennsylvania Capital Management Inc. ADV’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $428,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cetera Investment Advisers lifted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 3.5% in the second quarter. Cetera Investment Advisers now owns 41,813 shares of the exchange traded fund’s stock valued at $2,296,000 after purchasing an additional 1,433 shares in the last quarter. Park Avenue Securities LLC acquired a new stake in Schwab Fundamental U.S. Small Company Index ETF in the 3rd quarter valued at approximately $240,000. Lakewood Asset Management LLC lifted its stake in Schwab Fundamental U.S. Small Company Index ETF by 6.3% in the 3rd quarter. Lakewood Asset Management LLC now owns 36,303 shares of the exchange traded fund’s stock valued at $2,163,000 after acquiring an additional 2,165 shares in the last quarter. Financial Synergies Wealth Advisors Inc. boosted its position in Schwab Fundamental U.S. Small Company Index ETF by 23.7% during the 3rd quarter. Financial Synergies Wealth Advisors Inc. now owns 9,435 shares of the exchange traded fund’s stock worth $562,000 after acquiring an additional 1,805 shares during the last quarter. Finally, Marquette Asset Management LLC bought a new position in shares of Schwab Fundamental U.S. Small Company Index ETF during the 3rd quarter worth approximately $45,000.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 1.5 %

NYSEARCA FNDA opened at $30.03 on Tuesday. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.21 and a 12-month high of $32.71. The firm’s 50 day moving average is $30.61 and its 200-day moving average is $29.89. The company has a market capitalization of $4.41 billion, a PE ratio of 14.98 and a beta of 1.18.

Schwab Fundamental U.S. Small Company Index 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.