Vishria Bird Financial Group LLC raised its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 200.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,648 shares of the company’s stock after buying an additional 22,432 shares during the quarter. Vishria Bird Financial Group LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $797,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Adirondack Trust Co. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after acquiring an additional 770 shares during the period. Pinnacle Bancorp Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% during the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock worth $30,000 after purchasing an additional 1,093 shares during the period. Castleview Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter valued at approximately $32,000. Decker Retirement Planning Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at approximately $36,000. Finally, Global Wealth Strategies & Associates grew its position in Schwab Fundamental U.S. Large Company Index ETF by 201.0% during the fourth quarter. Global Wealth Strategies & Associates now owns 1,731 shares of the company’s stock worth $41,000 after buying an additional 1,156 shares in the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
FNDX opened at $24.68 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.72 and a 52-week high of $25.17. The firm has a market cap of $5.65 billion, a P/E ratio of 17.79 and a beta of 0.84. The business’s fifty day moving average is $24.29 and its 200-day moving average is $23.73.
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.
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