Crewe Advisors LLC Grows Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Crewe Advisors LLC lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,260 shares of the company’s stock after purchasing an additional 2,840 shares during the period. Crewe Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $101,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Foguth Wealth Management LLC. lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 245.1% during the 4th quarter. Foguth Wealth Management LLC. now owns 297,584 shares of the company’s stock worth $7,344,000 after purchasing an additional 211,355 shares during the last quarter. Choreo LLC lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 193.5% during the 4th quarter. Choreo LLC now owns 18,571 shares of the company’s stock worth $439,000 after purchasing an additional 12,244 shares during the last quarter. Stratos Wealth Partners LTD. purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at $1,441,000. Beacon Financial Planning Inc. lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 202.7% in the fourth quarter. Beacon Financial Planning Inc. now owns 39,222 shares of the company’s stock valued at $929,000 after acquiring an additional 26,265 shares during the last quarter. Finally, Mather Group LLC. lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Mather Group LLC. now owns 16,527 shares of the company’s stock valued at $391,000 after acquiring an additional 11,018 shares during the last quarter.

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

Shares of FNDX opened at $24.68 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a 1-year low of $20.78 and a 1-year high of $25.17. The stock has a market cap of $5.65 billion, a PE ratio of 17.79 and a beta of 0.84. The firm has a fifty day moving average price of $24.28 and a 200 day moving average price of $23.84.

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