Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by Pacific Wealth Strategies Group Inc.

Pacific Wealth Strategies Group Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Get Rating) by 1.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 64,950 shares of the company’s stock after acquiring an additional 704 shares during the period. Schwab Fundamental U.S. Large Company Index ETF comprises approximately 4.6% of Pacific Wealth Strategies Group Inc.’s investment portfolio, making the stock its 7th largest position. Pacific Wealth Strategies Group Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $3,471,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in FNDX. Chilton Capital Management LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 3.0% during the 2nd quarter. Chilton Capital Management LLC now owns 10,823 shares of the company’s stock worth $551,000 after acquiring an additional 315 shares in the last quarter. Salem Investment Counselors Inc. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 19.0% during the 3rd quarter. Salem Investment Counselors Inc. now owns 14,003 shares of the company’s stock worth $669,000 after acquiring an additional 2,240 shares in the last quarter. Johnson Bixby & Associates LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 20.6% during the 3rd quarter. Johnson Bixby & Associates LLC now owns 42,445 shares of the company’s stock worth $2,027,000 after acquiring an additional 7,239 shares in the last quarter. Kestra Advisory Services LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 46.4% during the 3rd quarter. Kestra Advisory Services LLC now owns 324,350 shares of the company’s stock worth $15,491,000 after acquiring an additional 102,802 shares in the last quarter. Finally, Avantax Advisory Services Inc. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 12.8% during the 3rd quarter. Avantax Advisory Services Inc. now owns 5,905 shares of the company’s stock worth $282,000 after acquiring an additional 669 shares in the last quarter.

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

Shares of FNDX stock opened at $52.55 on Friday. The firm has a market cap of $9.83 billion, a P/E ratio of 13.00 and a beta of 1.01. Schwab Fundamental U.S. Large Company Index ETF has a 1-year low of $47.50 and a 1-year high of $59.78. The firm has a fifty day moving average of $55.50 and a two-hundred day moving average of $53.74.

Schwab Fundamental U.S. Large Company Index ETF Profile

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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.