Capasso Planning Partners LLC Raises Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Capasso Planning Partners LLC raised its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 110.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,049 shares of the company’s stock after purchasing an additional 69,177 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises about 1.2% of Capasso Planning Partners LLC’s investment portfolio, making the stock its 15th biggest position. Capasso Planning Partners LLC owned 0.06% of Schwab Fundamental U.S. Large Company Index ETF worth $3,127,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Adirondack Trust Co. raised its holdings in 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 acquiring an additional 770 shares in the last quarter. Pinnacle Bancorp Inc. increased its holdings in 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 buying an additional 1,093 shares during the last quarter. WealthShield Partners LLC raised its stake in Schwab Fundamental U.S. Large Company Index ETF by 201.1% during the fourth quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock valued at $32,000 after buying an additional 895 shares in the last quarter. McClarren Financial Advisors Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth approximately $35,000. Finally, Decker Retirement Planning Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth approximately $36,000.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 1.3 %

Shares of NYSEARCA FNDX opened at $23.30 on Wednesday. The business has a 50 day simple moving average of $24.33 and a 200-day simple moving average of $24.13. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $21.25 and a twelve month high of $25.17. The company has a market capitalization of $17.15 billion, a price-to-earnings ratio of 19.51 and a beta of 1.00.

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.