Pacific Wealth Strategies Group Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 204.5% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 263,384 shares of the company’s stock after buying an additional 176,877 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up approximately 4.3% of Pacific Wealth Strategies Group Inc.’s portfolio, making the stock its 9th largest holding. Pacific Wealth Strategies Group Inc. owned about 0.12% of Schwab Fundamental U.S. Large Company Index ETF worth $6,237,000 as of its most recent SEC filing.
Other large investors have also added to or reduced their stakes in the company. Adirondack Trust Co. lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after buying an additional 770 shares during the last quarter. Pinnacle Bancorp Inc. raised its stake in Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the 4th quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after acquiring an additional 1,093 shares during the period. Castleview Partners LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF during the third quarter valued at about $32,000. Decker Retirement Planning Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter worth about $36,000. Finally, Global Wealth Strategies & Associates increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.0% in the fourth quarter. Global Wealth Strategies & Associates now owns 1,731 shares of the company’s stock worth $41,000 after purchasing an additional 1,156 shares in the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.9 %
Shares of FNDX stock opened at $24.45 on Friday. The firm’s 50 day moving average is $24.26 and its 200 day moving average is $23.85. The stock has a market capitalization of $5.60 billion, a P/E ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 12 month low of $20.78 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.
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