Kavar Capital Partners Group LLC raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 217.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,392,480 shares of the company’s stock after acquiring an additional 953,995 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up about 5.6% of Kavar Capital Partners Group LLC’s portfolio, making the stock its 2nd biggest position. Kavar Capital Partners Group LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $32,974,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in FNDX. Castleview Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth $32,000. Indiana Trust & Investment Management Co acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter worth about $50,000. Marquette Asset Management LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at about $71,000. Adirondack Trust Co. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after purchasing an additional 770 shares during the period. Finally, Sound Income Strategies LLC raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 526.5% in the third quarter. Sound Income Strategies LLC now owns 1,228 shares of the company’s stock worth $88,000 after purchasing an additional 1,032 shares during the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.1 %
FNDX opened at $24.68 on Monday. The firm has a 50 day moving average of $24.29 and a two-hundred day moving average of $23.75. The firm has a market capitalization of $5.65 billion, a PE ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $20.72 and a 12-month 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.
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