Corient Private Wealth LLC Has $23.70 Million Stock Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Corient Private Wealth LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 201.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,000,964 shares of the company’s stock after buying an additional 668,599 shares during the quarter. Corient Private Wealth LLC owned 0.44% of Schwab Fundamental U.S. Large Company Index ETF worth $23,703,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in FNDX. IAG Wealth Partners LLC raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock worth $26,000 after purchasing an additional 740 shares during the period. Adirondack Trust Co. grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after purchasing an additional 770 shares in the last quarter. Pinnacle Bancorp Inc. increased its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% during the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after buying an additional 1,093 shares during the period. WealthShield Partners LLC increased its holdings in Schwab Fundamental U.S. Large Company Index ETF by 201.1% during the 4th quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock worth $32,000 after acquiring an additional 895 shares during the period. Finally, McClarren Financial Advisors Inc. purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter worth $35,000.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.5 %

Shares of FNDX opened at $23.60 on Wednesday. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $21.25 and a 12-month high of $25.17. The company has a market cap of $17.37 billion, a PE ratio of 19.51 and a beta of 1.00. The stock has a 50-day moving average price of $24.29 and a 200-day moving average price of $24.13.

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.