Bartlett & CO. Wealth Management LLC Increases Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Bartlett & CO. Wealth Management LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 216.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 926,437 shares of the company’s stock after buying an additional 633,268 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $21,938,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Brookstone Capital Management raised its stake in Schwab Fundamental U.S. Large Company Index ETF by 197.5% in the fourth quarter. Brookstone Capital Management now owns 19,409 shares of the company’s stock worth $460,000 after buying an additional 12,884 shares in the last quarter. Destination Wealth Management purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at $209,000. Stifel Financial Corp raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 38.1% in the 3rd quarter. Stifel Financial Corp now owns 10,269 shares of the company’s stock worth $737,000 after acquiring an additional 2,834 shares in the last quarter. Peapack Gladstone Financial Corp lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.8% during the 3rd quarter. Peapack Gladstone Financial Corp now owns 91,770 shares of the company’s stock worth $6,585,000 after purchasing an additional 2,490 shares during the last quarter. Finally, Synovus Financial Corp boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 92.6% during the third quarter. Synovus Financial Corp now owns 118,654 shares of the company’s stock valued at $8,514,000 after purchasing an additional 57,059 shares in the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Stock Down 0.2 %

NYSEARCA FNDX opened at $24.53 on Thursday. The firm has a market cap of $5.62 billion, a PE ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $20.68 and a 52 week high of $25.17. The company has a 50 day moving average price of $24.28 and a 200 day moving average price of $23.71.

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