R. W. Roge & Company Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 50.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 89,924 shares of the company’s stock after acquiring an additional 30,021 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises approximately 1.1% of R. W. Roge & Company Inc.’s portfolio, making the stock its 16th biggest position. R. W. Roge & Company Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,129,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently modified their holdings of the company. CWM LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 14.8% in the third quarter. CWM LLC now owns 8,800 shares of the company’s stock worth $631,000 after purchasing an additional 1,135 shares during the last quarter. Creative Planning lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.7% during the 3rd quarter. Creative Planning now owns 440,284 shares of the company’s stock valued at $31,595,000 after buying an additional 7,538 shares in the last quarter. PFG Advisors lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 7.9% during the 3rd quarter. PFG Advisors now owns 31,080 shares of the company’s stock valued at $2,230,000 after buying an additional 2,275 shares in the last quarter. Clearview Wealth Advisors LLC raised its stake in Schwab Fundamental U.S. Large Company Index ETF by 11.6% during the 3rd quarter. Clearview Wealth Advisors LLC now owns 41,846 shares of the company’s stock valued at $3,003,000 after purchasing an additional 4,350 shares during the period. Finally, Stage Harbor Financial LLC raised its stake in Schwab Fundamental U.S. Large Company Index ETF by 196.5% during the 3rd quarter. Stage Harbor Financial LLC now owns 180,904 shares of the company’s stock valued at $12,982,000 after purchasing an additional 119,882 shares during the period.
Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.4 %
Shares of FNDX opened at $24.56 on Thursday. The business’s 50 day moving average is $24.24 and its 200 day moving average is $23.90. The company has a market capitalization of $5.62 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 $20.78 and a 12-month high of $25.17.
About Schwab Fundamental U.S. Large Company Index ETF
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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