Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 220.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 97,529 shares of the company’s stock after purchasing an additional 67,084 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,309,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also recently bought and sold shares of the company. Charles Schwab Trust Co lifted its position 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 valued at $64,132,000 after buying an additional 1,809,709 shares during the last quarter. Gemmer Asset Management LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 213.1% in the 4th quarter. Gemmer Asset Management LLC now owns 2,473,879 shares of the company’s stock valued at $58,581,000 after acquiring an additional 1,683,829 shares in the last quarter. Cornerstone Planning Group LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at about $93,978,000. Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 205.5% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,391,443 shares of the company’s stock valued at $32,949,000 after acquiring an additional 935,959 shares in the last quarter. Finally, Prairiewood Capital LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 210.6% in the 4th quarter. Prairiewood Capital LLC now owns 1,370,117 shares of the company’s stock valued at $32,444,000 after acquiring an additional 929,006 shares in the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.2 %
NYSEARCA:FNDX opened at $24.74 on Tuesday. The business’s 50-day moving average price is $24.30 and its two-hundred day moving average price is $23.76. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $20.72 and a twelve month high of $25.17. The stock has a market cap of $5.67 billion, a P/E ratio of 17.79 and a beta of 0.84.
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.
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