Sugarloaf Wealth Management LLC Purchases 8,168 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Sugarloaf Wealth Management LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 201.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,223 shares of the company’s stock after purchasing an additional 8,168 shares during the period. Sugarloaf Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $289,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of FNDX. Highline Wealth Partners LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 375.0% in the 4th quarter. Highline Wealth Partners LLC now owns 189,158 shares of the company’s stock worth $4,479,000 after acquiring an additional 149,338 shares during the last quarter. Collective Family Office LLC grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 230.2% during the 4th quarter. Collective Family Office LLC now owns 222,777 shares of the company’s stock valued at $5,275,000 after acquiring an additional 155,306 shares during the period. Legend Financial Advisors Inc. raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 196.3% in the fourth quarter. Legend Financial Advisors Inc. now owns 408,425 shares of the company’s stock valued at $9,672,000 after buying an additional 270,589 shares during the period. Moller Wealth Partners boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 189.8% during the fourth quarter. Moller Wealth Partners now owns 766,515 shares of the company’s stock worth $18,151,000 after purchasing an additional 502,033 shares during the period. Finally, Canandaigua National Trust Co of Florida grew its stake in Schwab Fundamental U.S. Large Company Index ETF by 419.4% in the 4th quarter. Canandaigua National Trust Co of Florida now owns 25,140 shares of the company’s stock valued at $595,000 after buying an additional 20,300 shares in the last quarter.

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

Shares of FNDX traded down $0.26 during midday trading on Friday, hitting $23.53. 1,898,016 shares of the company traded hands, compared to its average volume of 1,878,814. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $20.21 and a one year high of $25.17. The firm has a market cap of $5.39 billion, a P/E ratio of 17.79 and a beta of 0.84. The stock has a 50-day moving average of $24.33 and a 200-day moving average of $23.59.

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.