Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) is Consolidated Planning Corp’s 6th Largest Position

Consolidated Planning Corp raised its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 324.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 846,590 shares of the company’s stock after purchasing an additional 647,256 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for approximately 2.7% of Consolidated Planning Corp’s investment portfolio, making the stock its 6th largest position. Consolidated Planning Corp’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $20,047,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of FNDX. McClarren Financial Advisors Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter worth approximately $35,000. Avidian Wealth Enterprises LLC lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 206.8% in the fourth quarter. Avidian Wealth Enterprises LLC now owns 205,318 shares of the company’s stock worth $4,862,000 after acquiring an additional 138,401 shares during the period. Capital Advisors Inc. OK boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 179.5% in the fourth quarter. Capital Advisors Inc. OK now owns 27,189 shares of the company’s stock valued at $644,000 after acquiring an additional 17,462 shares in the last quarter. Leavell Investment Management Inc. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 197.2% during the 4th quarter. Leavell Investment Management Inc. now owns 277,346 shares of the company’s stock valued at $6,568,000 after purchasing an additional 184,029 shares during the period. Finally, Index Fund Advisors Inc. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 200.1% during the 4th quarter. Index Fund Advisors Inc. now owns 12,206 shares of the company’s stock valued at $289,000 after purchasing an additional 8,139 shares during the period.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.4 %

NYSEARCA:FNDX opened at $24.56 on Thursday. The company has a 50-day moving average price of $24.24 and a 200-day moving average price of $23.90. The stock has a market cap of $5.62 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 12 month low of $20.78 and a 12 month high of $25.17.

Schwab Fundamental U.S. Large Company Index 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.