Apella Capital LLC Has $848,000 Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Apella Capital LLC grew its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,831 shares of the company’s stock after purchasing an additional 23,900 shares during the quarter. Apella Capital LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $848,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of FNDX. Clear Point Advisors Inc. boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 1.0% during the 2nd quarter. Clear Point Advisors Inc. now owns 19,976 shares of the company’s stock valued at $1,338,000 after purchasing an additional 202 shares during the period. Glass Jacobson Investment Advisors llc boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 13.1% in the second quarter. Glass Jacobson Investment Advisors llc now owns 1,984 shares of the company’s stock valued at $133,000 after acquiring an additional 230 shares during the period. Bruce G. Allen Investments LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.3% in the third quarter. Bruce G. Allen Investments LLC now owns 112,897 shares of the company’s stock worth $8,101,000 after acquiring an additional 288 shares during the last quarter. Kowal Investment Group LLC increased its position in Schwab Fundamental U.S. Large Company Index ETF by 8.2% during the second quarter. Kowal Investment Group LLC now owns 5,087 shares of the company’s stock worth $341,000 after acquiring an additional 387 shares during the period. Finally, Castleview Partners LLC bought a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at $32,000.

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

NYSEARCA:FNDX opened at $24.14 on Thursday. The firm’s 50-day moving average is $24.31 and its 200-day moving average is $23.64. The company has a market cap of $5.53 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.21 and a 52-week high of $25.17.

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