Planned Solutions Inc. Boosts Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Planned Solutions Inc. raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 202.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,043,863 shares of the company’s stock after purchasing an additional 698,882 shares during the period. Schwab Fundamental U.S. Large Company Index ETF accounts for approximately 10.0% of Planned Solutions Inc.’s portfolio, making the stock its 2nd largest holding. Planned Solutions Inc. owned 0.46% of Schwab Fundamental U.S. Large Company Index ETF worth $24,719,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the company. Castleview Partners LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter valued at approximately $32,000. Indiana Trust & Investment Management Co bought a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at $50,000. Marquette Asset Management LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth $71,000. Sound Income Strategies LLC boosted its holdings in shares of 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 worth $88,000 after acquiring an additional 1,032 shares during the period. Finally, Pinnacle Bancorp Inc. grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after purchasing an additional 1,093 shares in the last quarter.

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

NYSEARCA:FNDX opened at $24.37 on Tuesday. The business’s fifty day moving average is $24.29 and its 200 day moving average is $23.69. The firm has a market cap of $5.58 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.22 and a 52-week high of $25.17.

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.