Moller Wealth Partners increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 189.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 766,515 shares of the company’s stock after purchasing an additional 502,033 shares during the period. Schwab Fundamental U.S. Large Company Index ETF makes up 4.8% of Moller Wealth Partners’ holdings, making the stock its 7th biggest position. Moller Wealth Partners owned approximately 0.33% of Schwab Fundamental U.S. Large Company Index ETF worth $18,151,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Captrust Financial Advisors grew its position in Schwab Fundamental U.S. Large Company Index ETF by 7.2% during the third quarter. Captrust Financial Advisors now owns 4,641,312 shares of the company’s stock valued at $333,059,000 after buying an additional 313,382 shares during the period. Signature Estate & Investment Advisors LLC grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 18.6% during the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 3,196,535 shares of the company’s stock valued at $229,383,000 after acquiring an additional 501,854 shares during the period. McAdam LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.0% in the 3rd quarter. McAdam LLC now owns 2,916,821 shares of the company’s stock valued at $209,311,000 after purchasing an additional 165,937 shares in the last quarter. Steele Capital Management Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.5% in the 3rd quarter. Steele Capital Management Inc. now owns 1,985,873 shares of the company’s stock valued at $142,506,000 after purchasing an additional 9,950 shares in the last quarter. Finally, Cornerstone Planning Group LLC acquired a new position in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth about $93,978,000.
Schwab Fundamental U.S. Large Company Index ETF Trading Up 0.2 %
FNDX traded up $0.05 during trading on Tuesday, hitting $23.92. The company’s stock had a trading volume of 407,243 shares, compared to its average volume of 1,511,836. The firm has a market capitalization of $5.48 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 twelve month low of $20.21 and a twelve month high of $25.17. The business’s fifty day simple moving average is $24.33 and its 200 day simple moving average is $23.58.
About Schwab Fundamental U.S. Large Company Index ETF
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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