Breakwater Investment Management Has $128,000 Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Breakwater Investment Management increased its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,388 shares of the company’s stock after purchasing an additional 3,592 shares during the quarter. Breakwater Investment Management’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $128,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Investment Advisory LLC grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. Harbor Investment Advisory LLC now owns 3,360 shares of the company’s stock worth $80,000 after buying an additional 2,240 shares during the period. Gemmer Asset Management LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 213.1% during the 4th quarter. Gemmer Asset Management LLC now owns 2,473,879 shares of the company’s stock worth $58,581,000 after acquiring an additional 1,683,829 shares during the period. Access Financial Services Inc. raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 228.6% during the 4th quarter. Access Financial Services Inc. now owns 344,895 shares of the company’s stock valued at $8,167,000 after acquiring an additional 239,933 shares during the last quarter. Donor Advised Charitable Giving Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.4% in the 4th quarter. Donor Advised Charitable Giving Inc. now owns 24,514 shares of the company’s stock valued at $581,000 after purchasing an additional 16,381 shares during the period. Finally, Evanson Asset Management LLC boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the 4th quarter. Evanson Asset Management LLC now owns 26,442 shares of the company’s stock worth $626,000 after purchasing an additional 17,627 shares during the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.8 %

Shares of Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.37 on Tuesday. The business has a fifty day simple moving average of $24.29 and a 200 day simple moving average of $23.69. The stock has a market cap of $5.58 billion, a PE ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 12 month low of $20.22 and a 12 month high of $25.17.

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.