Wade Financial Advisory Inc Has $1.21 Million Stake 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:FNDX) by 200.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm 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 filing with the SEC.

A number of other large investors also recently made changes to their positions in the company. Captrust Financial Advisors lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 7.2% in the third quarter. Captrust Financial Advisors now owns 4,641,312 shares of the company’s stock worth $333,059,000 after acquiring an additional 313,382 shares during the last quarter. Signature Estate & Investment Advisors LLC raised its position in 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 worth $229,383,000 after purchasing an additional 501,854 shares during the last quarter. McAdam LLC lifted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 6.0% during the 3rd quarter. McAdam LLC now owns 2,916,821 shares of the company’s stock worth $209,311,000 after buying an additional 165,937 shares during the period. Charles Schwab Trust Co lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.4% in the fourth quarter. Charles Schwab Trust Co now owns 2,708,289 shares of the company’s stock worth $64,132,000 after acquiring an additional 1,809,709 shares during the period. Finally, Gemmer Asset Management LLC raised 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 purchasing an additional 1,683,829 shares during the last quarter.

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

Shares of Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.66 on Wednesday. The firm 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 one year low of $20.72 and a one year high of $25.17. The stock’s 50-day moving average is $24.31 and its 200 day moving average is $23.78.

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.