Equity Wealth Partners LLC Boosts Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Equity Wealth Partners LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 114.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 401,478 shares of the company’s stock after purchasing an additional 214,525 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up about 7.1% of Equity Wealth Partners LLC’s portfolio, making the stock its 4th largest position. Equity Wealth Partners LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $10,924,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of FNDX. Revolve Wealth Partners LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at $719,000. AQR Capital Management LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at $739,000. Jane Street Group LLC boosted its stake in Schwab Fundamental U.S. Large Company ETF by 39.9% during the first quarter. Jane Street Group LLC now owns 88,523 shares of the company’s stock worth $2,090,000 after acquiring an additional 25,267 shares in the last quarter. Baird Financial Group Inc. boosted its stake in Schwab Fundamental U.S. Large Company ETF by 2.5% during the second quarter. Baird Financial Group Inc. now owns 26,919 shares of the company’s stock worth $661,000 after acquiring an additional 645 shares in the last quarter. Finally, Qube Research & Technologies Ltd boosted its stake in Schwab Fundamental U.S. Large Company ETF by 6,798.4% during the second quarter. Qube Research & Technologies Ltd now owns 17,039 shares of the company’s stock worth $418,000 after acquiring an additional 16,792 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.1%

Shares of NYSEARCA FNDX opened at $29.01 on Thursday. The firm has a market cap of $24.82 billion, a PE ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $21.35 and a 12-month high of $29.37. The company’s fifty day simple moving average is $28.45 and its 200 day simple moving average is $27.59.

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.