Morris Financial Concepts Inc. Has $233,000 Stock Holdings in Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

Morris Financial Concepts Inc. boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA) by 98.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,835 shares of the exchange traded fund’s stock after buying an additional 3,886 shares during the period. Morris Financial Concepts Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $233,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of FNDA. Hamilton Point Investment Advisors LLC grew its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the 4th quarter. Hamilton Point Investment Advisors LLC now owns 840 shares of the exchange traded fund’s stock valued at $25,000 after acquiring an additional 420 shares in the last quarter. American Capital Advisory LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index ETF by 101.1% during the fourth quarter. American Capital Advisory LLC now owns 879 shares of the exchange traded fund’s stock worth $26,000 after purchasing an additional 442 shares during the period. Bristlecone Advisors LLC acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF during the third quarter worth approximately $27,000. Bartlett & CO. Wealth Management LLC grew its position in Schwab Fundamental U.S. Small Company Index ETF by 100.0% during the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 972 shares of the exchange traded fund’s stock valued at $29,000 after purchasing an additional 486 shares in the last quarter. Finally, Iron Horse Wealth Management LLC increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 100.0% in the 4th quarter. Iron Horse Wealth Management LLC now owns 1,092 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 546 shares during the period.

Schwab Fundamental U.S. Small Company Index ETF Stock Down 1.2 %

FNDA stock opened at $29.91 on Thursday. The company has a 50 day moving average of $30.35 and a two-hundred day moving average of $29.93. Schwab Fundamental U.S. Small Company Index ETF has a 12-month low of $26.38 and a 12-month high of $32.71. The company has a market cap of $4.40 billion, a price-to-earnings 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.