Opes Wealth Management LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 199.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 486,860 shares of the company’s stock after buying an additional 324,164 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for approximately 2.4% of Opes Wealth Management LLC’s holdings, making the stock its 8th biggest holding. Opes Wealth Management LLC owned 0.21% of Schwab Fundamental U.S. Large Company Index ETF worth $11,529,000 at the end of the most recent quarter.
Other hedge funds also recently made changes to their positions in the company. Castleview Partners LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth about $32,000. Adirondack Trust Co. grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the 4th quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after purchasing an additional 770 shares during the last quarter. Pinnacle Bancorp Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the 4th quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock worth $30,000 after purchasing an additional 1,093 shares during the last quarter. Icon Wealth Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth about $108,000. Finally, Decker Retirement Planning Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter worth about $36,000.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
FNDX opened at $24.81 on Friday. The firm’s 50-day simple moving average is $24.24 and its 200-day simple moving average is $23.93. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $21.11 and a twelve month high of $25.17. The firm has a market cap of $5.68 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84.
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.
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