Archvest Wealth Advisors Inc. boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 201.2% in the 4th quarter, HoldingsChannel reports. The firm owned 28,608 shares of the company’s stock after purchasing an additional 19,109 shares during the period. Archvest Wealth Advisors Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $677,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FNDX. McAdam LLC lifted its stake 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 worth $215,726,000 after purchasing an additional 6,193,223 shares during the period. Captrust Financial Advisors boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 7.2% in the 3rd quarter. Captrust Financial Advisors now owns 4,641,312 shares of the company’s stock worth $333,059,000 after buying an additional 313,382 shares during the last quarter. Signature Estate & Investment Advisors LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 18.6% in the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 3,196,535 shares of the company’s stock valued at $229,383,000 after buying an additional 501,854 shares during the period. Charles Schwab Trust Co lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.4% during 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 during the period. Finally, Gemmer Asset Management LLC boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 213.1% in the fourth 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 during the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Stock Down 0.9 %
Shares of FNDX opened at $24.45 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a fifty-two week low of $20.78 and a fifty-two week high of $25.17. The company’s fifty day moving average is $24.28 and its two-hundred day moving average is $23.84. The firm has a market cap of $5.60 billion, a PE ratio of 17.79 and a beta of 0.84.
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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