Schwab Fundamental U.S. Small Company Index (NYSEARCA:FNDA) Stock Holdings Lifted by Moller Financial Services

Share on StockTwits

Moller Financial Services lifted its position in Schwab Fundamental U.S. Small Company Index (NYSEARCA:FNDA) by 62.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 155,051 shares of the exchange traded fund’s stock after acquiring an additional 59,767 shares during the period. Schwab Fundamental U.S. Small Company Index comprises approximately 2.8% of Moller Financial Services’ holdings, making the stock its 12th largest position. Moller Financial Services owned approximately 0.17% of Schwab Fundamental U.S. Small Company Index worth $5,855,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Carroll Financial Associates Inc. boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index by 14.7% during the second quarter. Carroll Financial Associates Inc. now owns 11,379 shares of the exchange traded fund’s stock worth $428,000 after purchasing an additional 1,461 shares during the period. NEXT Financial Group Inc acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index during the second quarter worth approximately $34,000. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index by 1,165.9% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 142,077 shares of the exchange traded fund’s stock worth $5,427,000 after purchasing an additional 130,854 shares during the period. Rockefeller Capital Management L.P. acquired a new stake in shares of Schwab Fundamental U.S. Small Company Index during the second quarter worth approximately $32,000. Finally, Clarius Group LLC boosted its holdings in shares of Schwab Fundamental U.S. Small Company Index by 240.9% during the second quarter. Clarius Group LLC now owns 396,655 shares of the exchange traded fund’s stock worth $14,950,000 after purchasing an additional 280,297 shares during the period.

FNDA stock opened at $37.87 on Friday. The firm has a 50 day simple moving average of $37.50 and a 200 day simple moving average of $37.44. Schwab Fundamental U.S. Small Company Index has a 52 week low of $30.98 and a 52 week high of $39.12.

The business also recently declared a — dividend, which was paid on Monday, September 30th. Investors of record on Thursday, September 26th were issued a dividend of $0.1511 per share. This represents a dividend yield of 1.5%. The ex-dividend date was Wednesday, September 25th.

Read More: What is a support level?

Institutional Ownership by Quarter for Schwab Fundamental U.S. Small Company Index (NYSEARCA:FNDA)

Receive News & Ratings for Schwab Fundamental U.S. Small Company Index Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Small Company Index and related companies with MarketBeat.com's FREE daily email newsletter.



Latest News

PlatonCoin  Market Capitalization Achieves $1.53 Million
PlatonCoin Market Capitalization Achieves $1.53 Million
Bread Hits 1-Day Trading Volume of $1.01 Million
Bread Hits 1-Day Trading Volume of $1.01 Million
Elysian Trading Up 4.7% Over Last Week
Elysian Trading Up 4.7% Over Last Week
Universa Price Down 5.4% Over Last 7 Days
Universa Price Down 5.4% Over Last 7 Days
Brokerages Anticipate Masonite International Corp  Will Post Quarterly Sales of $531.14 Million
Brokerages Anticipate Masonite International Corp Will Post Quarterly Sales of $531.14 Million
Ceiba Investments  Trading Down 7.2%
Ceiba Investments Trading Down 7.2%


© 2006-2019 Ticker Report