Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Roger Wittlin Investment Advisory LLC

Posted by Casey Walker on Apr 3rd, 2025

Roger Wittlin Investment Advisory LLC grew its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 200.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,200 shares of the company’s stock after acquiring an additional 8,800 shares during the period. Roger Wittlin Investment Advisory LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $313,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. IAG Wealth Partners LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the 4th quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock valued at $26,000 after purchasing an additional 740 shares in the last quarter. Adirondack Trust Co. lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after acquiring an additional 770 shares during the period. Pinnacle Bancorp Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% during the 4th quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock worth $30,000 after acquiring an additional 1,093 shares in the last quarter. WealthShield Partners LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.1% in the 4th quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock worth $32,000 after acquiring an additional 895 shares during the period. Finally, McClarren Financial Advisors Inc. purchased a new position in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at approximately $35,000.

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

Shares of FNDX stock opened at $23.75 on Thursday. The stock has a market cap of $17.41 billion, a PE ratio of 18.62 and a beta of 1.00. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $21.25 and a 1 year high of $25.17. The stock has a fifty day moving average price of $24.22 and a 200 day moving average price of $24.17.

Schwab Fundamental U.S. Large Company Index ETF Increases Dividend

The business also recently announced a dividend, which was paid on Monday, March 31st. Investors of record on Wednesday, March 26th were paid a $0.1057 dividend. The ex-dividend date was Wednesday, March 26th. This is a positive change from Schwab Fundamental U.S. Large Company Index ETF’s previous dividend of $0.11.

About Schwab Fundamental U.S. Large Company Index ETF

(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.