Wade Financial Advisory Inc Increases Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Wade Financial Advisory Inc increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report) by 200.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 51,264 shares of the company’s stock after buying an additional 34,176 shares during the period. Wade Financial Advisory Inc’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $1,214,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. Foster Victor Wealth Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 192.5% in the fourth quarter. Foster Victor Wealth Advisors LLC now owns 47,808 shares of the company’s stock worth $1,165,000 after purchasing an additional 31,464 shares during the period. Asset Dedication LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. Asset Dedication LLC now owns 2,553 shares of the company’s stock valued at $60,000 after purchasing an additional 1,702 shares during the last quarter. Capital Investment Counsel LLC boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 209.7% during the 4th quarter. Capital Investment Counsel LLC now owns 13,437 shares of the company’s stock valued at $318,000 after acquiring an additional 9,098 shares during the period. Clarity Capital Advisors LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.4% during the fourth quarter. Clarity Capital Advisors LLC now owns 35,311 shares of the company’s stock valued at $836,000 after purchasing an additional 23,596 shares during the period. Finally, Perigon Wealth Management LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 269.4% in the fourth quarter. Perigon Wealth Management LLC now owns 92,932 shares of the company’s stock worth $2,246,000 after purchasing an additional 67,773 shares during the last quarter.

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

Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.66 on Wednesday. The stock’s 50 day simple moving average is $24.31 and its two-hundred day simple moving average is $23.78. The stock has a market cap of $5.65 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 fifty-two week low of $20.72 and a fifty-two week high of $25.17.

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.

See Also

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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