Capital Advisors Inc. OK Grows Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Capital Advisors Inc. OK lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 179.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,189 shares of the company’s stock after purchasing an additional 17,462 shares during the quarter. Capital Advisors Inc. OK’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $644,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. McAdam LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 212.3% during the 4th quarter. McAdam LLC now owns 9,110,044 shares of the company’s stock valued at $215,726,000 after buying an additional 6,193,223 shares in the last quarter. Charles Schwab Trust Co increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.4% in the 4th quarter. Charles Schwab Trust Co now owns 2,708,289 shares of the company’s stock worth $64,132,000 after acquiring an additional 1,809,709 shares in the last quarter. Gemmer Asset Management LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 213.1% in the 4th quarter. Gemmer Asset Management LLC now owns 2,473,879 shares of the company’s stock worth $58,581,000 after acquiring an additional 1,683,829 shares in the last quarter. Reston Wealth Management LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 209.5% during the fourth quarter. Reston Wealth Management LLC now owns 2,086,496 shares of the company’s stock worth $49,408,000 after acquiring an additional 1,412,414 shares in the last quarter. Finally, Cornerstone Planning Group LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the third quarter worth about $93,978,000.

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

FNDX stock opened at $24.56 on Thursday. The firm has a 50 day moving average price of $24.24 and a 200-day moving average price of $23.90. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.78 and a 52-week high of $25.17. The firm has a market capitalization 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 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.