Yoder Wealth Management Inc. Buys 38,364 Shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDA)

by · The Cerbat Gem

Yoder Wealth Management Inc. lifted its stake in shares of Schwab Fundamental U.S. Small Company Index ETF (NYSEARCA:FNDAFree Report) by 98.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 77,233 shares of the exchange traded fund’s stock after acquiring an additional 38,364 shares during the quarter. Schwab Fundamental U.S. Small Company Index ETF makes up approximately 1.3% of Yoder Wealth Management Inc.’s holdings, making the stock its 27th biggest position. Yoder Wealth Management Inc.’s holdings in Schwab Fundamental U.S. Small Company Index ETF were worth $2,294,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in FNDA. Symphony Financial Ltd. Co. purchased a new stake in shares of Schwab Fundamental U.S. Small Company Index ETF in the fourth quarter worth $272,000. Alpha Omega Wealth Management LLC boosted its holdings in Schwab Fundamental U.S. Small Company Index ETF by 111.9% in the 4th quarter. Alpha Omega Wealth Management LLC now owns 55,903 shares of the exchange traded fund’s stock worth $1,660,000 after buying an additional 29,517 shares during the period. Western Financial Corp CA increased its stake in Schwab Fundamental U.S. Small Company Index ETF by 99.7% in the 4th quarter. Western Financial Corp CA now owns 7,708 shares of the exchange traded fund’s stock worth $229,000 after buying an additional 3,848 shares in the last quarter. Chicago Partners Investment Group LLC raised its holdings in Schwab Fundamental U.S. Small Company Index ETF by 7.3% during the fourth quarter. Chicago Partners Investment Group LLC now owns 17,634 shares of the exchange traded fund’s stock valued at $523,000 after acquiring an additional 1,203 shares during the period. Finally, New Millennium Group LLC raised its stake in Schwab Fundamental U.S. Small Company Index ETF by 120.1% during the 4th quarter. New Millennium Group LLC now owns 109,762 shares of the exchange traded fund’s stock valued at $3,260,000 after purchasing an additional 59,898 shares during the period.

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

NYSEARCA:FNDA opened at $30.48 on Friday. The company has a market capitalization of $4.48 billion, a P/E ratio of 14.98 and a beta of 1.18. 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 business’s 50-day moving average is $30.66 and its 200 day moving average is $29.88.

About Schwab Fundamental U.S. Small Company Index ETF

(Free Report)

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.

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