Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by AA Financial Advisors LLC

AA Financial Advisors LLC lifted its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 202.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 283,744 shares of the company’s stock after acquiring an additional 189,880 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for 1.8% of AA Financial Advisors LLC’s holdings, making the stock its 20th biggest position. AA Financial Advisors LLC owned approximately 0.12% of Schwab Fundamental U.S. Large Company Index ETF worth $6,719,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in FNDX. Castleview Partners LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter worth about $32,000. Indiana Trust & Investment Management Co purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter worth about $50,000. Marquette Asset Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth about $71,000. Adirondack Trust Co. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after acquiring an additional 770 shares during the period. Finally, Sound Income Strategies LLC lifted its holdings in 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 valued at $88,000 after acquiring an additional 1,032 shares during the period.

Schwab Fundamental U.S. Large Company Index ETF Trading Up 0.6 %

Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.80 on Friday. The firm has a market cap of $5.68 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. The stock’s 50 day simple moving average is $24.31 and its two-hundred day simple moving average is $23.79.

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.