Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by Litman Gregory Wealth Management LLC

Litman Gregory Wealth Management LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 314.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 18,168 shares of the company’s stock after buying an additional 13,787 shares during the period. Litman Gregory Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $430,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Bruce G. Allen Investments LLC raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.3% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 112,897 shares of the company’s stock worth $8,101,000 after purchasing an additional 288 shares during the period. Castleview Partners LLC bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter worth $32,000. Howe & Rusling Inc. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 7.0% in the third quarter. Howe & Rusling Inc. now owns 7,168 shares of the company’s stock worth $514,000 after buying an additional 468 shares during the period. Etfidea LLC lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 1.1% in the third quarter. Etfidea LLC now owns 44,019 shares of the company’s stock valued at $3,159,000 after buying an additional 473 shares during the last quarter. Finally, Godsey & Gibb Inc. lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 28.6% in the third quarter. Godsey & Gibb Inc. now owns 2,303 shares of the company’s stock valued at $165,000 after buying an additional 512 shares during the last quarter.

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

Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.63 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $20.72 and a one year high of $25.17. The company has a 50-day simple moving average of $24.31 and a 200-day simple moving average of $23.80. The firm has a market capitalization of $5.64 billion, a P/E ratio of 17.79 and a beta of 0.84.

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.