Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Purchased by Perigon Wealth Management LLC

Perigon Wealth Management LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 269.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,932 shares of the company’s stock after buying an additional 67,773 shares during the period. Perigon Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,246,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the stock. Hutchens & Kramer Investment Management Group LLC increased its position in Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Hutchens & Kramer Investment Management Group LLC now owns 13,980 shares of the company’s stock worth $331,000 after buying an additional 9,320 shares during the period. Revolve Wealth Partners LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter worth $719,000. Pacific Capital Wealth Advisors Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Pacific Capital Wealth Advisors Inc. now owns 8,439 shares of the company’s stock worth $200,000 after purchasing an additional 5,626 shares in the last quarter. Wealth Forward LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 189.3% in the fourth quarter. Wealth Forward LLC now owns 497,142 shares of the company’s stock worth $11,772,000 after purchasing an additional 325,328 shares in the last quarter. Finally, Warner Financial Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 260.9% in the fourth quarter. Warner Financial Inc. now owns 115,235 shares of the company’s stock worth $2,729,000 after purchasing an additional 83,308 shares in the last quarter.

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

NYSEARCA:FNDX opened at $24.66 on Thursday. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $20.72 and a 1 year high of $25.17. The stock has a market cap of $5.65 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. The business has a fifty day moving average of $24.31 and a 200-day moving average of $23.78.

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.