R. W. Roge & Company Inc. Sells 3,882 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

R. W. Roge & Company Inc. reduced its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report) by 5.8% in the first quarter, Holdings Channel reports. The fund owned 62,726 shares of the company’s stock after selling 3,882 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up about 2.5% of R. W. Roge & Company Inc.’s portfolio, making the stock its 11th biggest position. R. W. Roge & Company Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $4,228,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.9% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 42,657 shares of the company’s stock worth $2,388,000 after purchasing an additional 2,753 shares during the period. Harbour Investments Inc. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 24.2% during the third quarter. Harbour Investments Inc. now owns 8,582 shares of the company’s stock valued at $480,000 after acquiring an additional 1,674 shares during the last quarter. Creative Planning raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.9% in the third quarter. Creative Planning now owns 419,486 shares of the company’s stock valued at $23,479,000 after acquiring an additional 27,228 shares during the period. Silver Oak Securities Incorporated bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth about $851,000. Finally, B. Riley Wealth Advisors Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 3.7% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 13,610 shares of the company’s stock worth $762,000 after purchasing an additional 491 shares during the period.

Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.4 %

Schwab Fundamental U.S. Large Company Index ETF stock traded up $0.27 during midday trading on Thursday, reaching $68.22. The stock had a trading volume of 428,384 shares, compared to its average volume of 472,626. The firm has a market cap of $15.62 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $53.32 and a 52-week high of $68.40. The company has a fifty day moving average of $66.73 and a 200 day moving average of $64.99.

About Schwab Fundamental U.S. Large Company Index ETF

(Free Report)

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.

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Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report).

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

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