Lowery Thomas LLC lifted its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 211.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 363,149 shares of the company’s stock after acquiring an additional 246,511 shares during the period. Schwab Fundamental U.S. Large Company Index ETF makes up 5.6% of Lowery Thomas LLC’s portfolio, making the stock its 4th largest holding. Lowery Thomas LLC owned approximately 0.16% of Schwab Fundamental U.S. Large Company Index ETF worth $8,599,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also bought and sold shares of the company. Solitude Financial Services boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 213.8% in the 4th quarter. Solitude Financial Services now owns 945,471 shares of the company’s stock valued at $22,389,000 after purchasing an additional 644,149 shares during the period. Bell Investment Advisors Inc raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 204.2% during the fourth quarter. Bell Investment Advisors Inc now owns 2,084,426 shares of the company’s stock valued at $49,359,000 after buying an additional 1,399,210 shares during the last quarter. BOK Financial Private Wealth Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at about $115,000. Schaper Benz & Wise Investment Counsel Inc. WI acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter worth about $345,000. Finally, Blake Schutter Theil Wealth Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company Index ETF by 198.8% during the fourth quarter. Blake Schutter Theil Wealth Advisors LLC now owns 17,174 shares of the company’s stock valued at $407,000 after acquiring an additional 11,426 shares during the period.
Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.8 %
Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.03 on Monday. The business has a 50 day moving average price of $24.33 and a two-hundred day moving average price of $24.13. Schwab Fundamental U.S. Large Company Index ETF has a 12 month low of $21.25 and a 12 month high of $25.17. The stock has a market cap of $17.69 billion, a price-to-earnings ratio of 19.51 and a beta of 1.00.
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.
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