Capasso Planning Partners LLC Reduces Stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Capasso Planning Partners LLC lessened its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 17.1% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 109,413 shares of the company’s stock after selling 22,636 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises 1.1% of Capasso Planning Partners LLC’s portfolio, making the stock its 21st largest holding. Capasso Planning Partners LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $2,583,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Charles Schwab Investment Management Inc. raised its position in shares of Schwab Fundamental U.S. Large Company ETF by 201.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 393,150,463 shares of the company’s stock worth $9,309,803,000 after buying an additional 262,526,108 shares in the last quarter. Captrust Financial Advisors raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 221.9% in the 4th quarter. Captrust Financial Advisors now owns 14,941,376 shares of the company’s stock valued at $353,819,000 after acquiring an additional 10,300,064 shares in the last quarter. Signature Estate & Investment Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 225.0% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 10,389,148 shares of the company’s stock valued at $246,015,000 after acquiring an additional 7,192,613 shares during the last quarter. Steele Capital Management Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 1.3% during the 1st quarter. Steele Capital Management Inc. now owns 6,054,706 shares of the company’s stock valued at $142,952,000 after acquiring an additional 75,461 shares during the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 152.3% during the fourth quarter. Ameriprise Financial Inc. now owns 5,885,606 shares of the company’s stock worth $139,370,000 after purchasing an additional 3,552,950 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $24.16 on Thursday. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $20.41 and a 1 year high of $25.17. The firm has a market cap of $18.21 billion, a PE ratio of 18.51 and a beta of 0.94. The company has a 50 day simple moving average of $23.45 and a two-hundred day simple moving average of $23.71.

Schwab Fundamental U.S. Large Company 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.