Nalls Sherbakoff Group LLC Invests $1.14 Million in Schwab Fundamental U.S. Large Company Index (FNDX) Stock

Nalls Sherbakoff Group LLC bought a new position in Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 33,398 shares of the company’s stock, valued at approximately $1,135,000. Schwab Fundamental U.S. Large Company Index accounts for 1.8% of Nalls Sherbakoff Group LLC’s portfolio, making the stock its 10th largest position.

Several other hedge funds have also recently added to or reduced their stakes in the company. Oxford Financial Group Ltd. lifted its stake in shares of Schwab Fundamental U.S. Large Company Index by 10.4% in the 4th quarter. Oxford Financial Group Ltd. now owns 1,259,323 shares of the company’s stock worth $42,792,000 after acquiring an additional 118,193 shares during the period. McAdam LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index by 9.5% in the 4th quarter. McAdam LLC now owns 867,573 shares of the company’s stock worth $29,480,000 after acquiring an additional 74,937 shares during the period. Glassman Wealth Services lifted its stake in shares of Schwab Fundamental U.S. Large Company Index by 166.0% in the 4th quarter. Glassman Wealth Services now owns 852,217 shares of the company’s stock worth $28,958,000 after acquiring an additional 531,834 shares during the period. Cobblestone Capital Advisors LLC NY lifted its stake in shares of Schwab Fundamental U.S. Large Company Index by 1.2% in the 4th quarter. Cobblestone Capital Advisors LLC NY now owns 775,637 shares of the company’s stock worth $26,356,000 after acquiring an additional 9,000 shares during the period. Finally, Quadrant Capital Group LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index by 1,785.2% in the 4th quarter. Quadrant Capital Group LLC now owns 428,363 shares of the company’s stock worth $14,551,000 after acquiring an additional 405,641 shares during the period.

Shares of FNDX stock traded down $0.12 during mid-day trading on Monday, hitting $37.37. The stock had a trading volume of 800 shares, compared to its average volume of 373,730. Schwab Fundamental U.S. Large Company Index has a fifty-two week low of $31.85 and a fifty-two week high of $40.40.



The company also recently announced a quarterly dividend, which will be paid on Monday, March 25th. Stockholders of record on Thursday, March 21st will be paid a $0.2078 dividend. This represents a $0.83 annualized dividend and a dividend yield of 2.22%. The ex-dividend date is Wednesday, March 20th.

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

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