Wingate Wealth Advisors Inc. Takes $2.63 Million Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Wingate Wealth Advisors Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 110,943 shares of the company’s stock, valued at approximately $2,627,000. Schwab Fundamental U.S. Large Company Index ETF comprises about 2.6% of Wingate Wealth Advisors Inc.’s holdings, making the stock its 4th biggest position.

Other large investors have also recently made changes to their positions in the company. McAdam LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 212.3% in the fourth quarter. McAdam LLC now owns 9,110,044 shares of the company’s stock worth $215,726,000 after purchasing an additional 6,193,223 shares during the last quarter. Charles Schwab Trust Co boosted its holdings 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 buying an additional 1,809,709 shares during the last quarter. Gemmer Asset Management LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 213.1% in the fourth quarter. Gemmer Asset Management LLC now owns 2,473,879 shares of the company’s stock worth $58,581,000 after buying an additional 1,683,829 shares during the last quarter. Reston Wealth Management LLC grew its position in Schwab Fundamental U.S. Large Company Index ETF by 209.5% during the fourth quarter. Reston Wealth Management LLC now owns 2,086,496 shares of the company’s stock valued at $49,408,000 after buying an additional 1,412,414 shares during the period. Finally, Cornerstone Planning Group LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF during the third quarter valued at approximately $93,978,000.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.9 %

FNDX opened at $24.45 on Monday. Schwab Fundamental U.S. Large Company Index ETF has a 1-year low of $20.78 and a 1-year high of $25.17. The firm’s 50 day simple moving average is $24.26 and its two-hundred day simple moving average is $23.87. The company has a market capitalization of $5.60 billion, a PE ratio of 17.79 and a beta of 0.84.

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

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

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