Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Collective Family Office LLC

Collective Family Office LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 230.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 222,777 shares of the company’s stock after purchasing an additional 155,306 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up approximately 1.4% of Collective Family Office LLC’s portfolio, making the stock its 20th largest holding. Collective Family Office LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $5,275,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Savant Capital LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 6.0% in the second quarter. Savant Capital LLC now owns 32,484 shares of the company’s stock valued at $2,176,000 after purchasing an additional 1,835 shares during the period. Ausdal Financial Partners Inc. purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 2nd quarter worth $434,000. FRG Family Wealth Advisors LLC boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 7.0% in the 2nd quarter. FRG Family Wealth Advisors LLC now owns 42,106 shares of the company’s stock worth $2,779,000 after acquiring an additional 2,750 shares during the period. Angeles Wealth Management LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 7.8% during the 2nd quarter. Angeles Wealth Management LLC now owns 20,716 shares of the company’s stock valued at $1,388,000 after purchasing an additional 1,498 shares in the last quarter. Finally, LPL Financial LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 9.6% in the 2nd quarter. LPL Financial LLC now owns 472,086 shares of the company’s stock valued at $31,620,000 after buying an additional 41,328 shares during the last quarter.

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

FNDX traded down $0.08 on Wednesday, reaching $23.70. The company’s stock had a trading volume of 506,815 shares, compared to its average volume of 1,576,866. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $20.21 and a 1 year high of $25.17. The business’s 50 day moving average is $24.33 and its 200 day moving average is $23.59. The stock has a market cap of $5.43 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84.

Schwab Fundamental U.S. Large Company Index ETF Profile

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.