Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Holdings Lifted by Charles Schwab Trust Co

Charles Schwab Trust Co increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 201.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,708,289 shares of the company’s stock after acquiring an additional 1,809,709 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises approximately 5.5% of Charles Schwab Trust Co’s portfolio, making the stock its 5th largest holding. Charles Schwab Trust Co owned about 1.18% of Schwab Fundamental U.S. Large Company Index ETF worth $64,132,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Pinnacle Bancorp Inc. boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after acquiring an additional 1,093 shares during the period. Castleview Partners LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at $32,000. Decker Retirement Planning Inc. purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at $36,000. Global Wealth Strategies & Associates boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 201.0% during the 4th quarter. Global Wealth Strategies & Associates now owns 1,731 shares of the company’s stock worth $41,000 after purchasing an additional 1,156 shares during the period. Finally, Indiana Trust & Investment Management Co purchased a new position in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter worth $50,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Performance

Shares of NYSEARCA:FNDX opened at $24.37 on Tuesday. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $20.22 and a one year high of $25.17. The stock has a market capitalization of $5.58 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. The company has a 50-day simple moving average of $24.29 and a 200-day simple moving average of $23.69.

Schwab Fundamental U.S. Large Company Index ETF Profile

The Schwab Fundamental U.S. Large Company Index ETF (FNDX) is an exchange-traded fund that is based on the Russell RAFI Large Company US index. The fund tracks a fundamentally selected and weighted Russell index based on sales, cash flow and dividends\u002Fbuybacks. FNDX was launched on Aug 15, 2013 and is managed by Charles Schwab.