WealthCare Investment Partners LLC lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 247.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 114,409 shares of the company’s stock after buying an additional 81,453 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises about 1.2% of WealthCare Investment Partners LLC’s holdings, making the stock its 24th largest position. WealthCare Investment Partners LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,701,000 at the end of the most recent reporting period.
Several other large investors also recently modified their holdings of the company. Ieq Capital LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 211.0% in the fourth quarter. Ieq Capital LLC now owns 83,116 shares of the company’s stock worth $1,968,000 after purchasing an additional 56,393 shares during the period. Sterling Financial Planning Inc. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 192.6% in the fourth quarter. Sterling Financial Planning Inc. now owns 397,427 shares of the company’s stock worth $9,411,000 after purchasing an additional 261,617 shares during the period. Parthenon LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Parthenon LLC now owns 9,762 shares of the company’s stock worth $231,000 after purchasing an additional 6,508 shares during the period. Private Advisor Group LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 199.9% in the fourth quarter. Private Advisor Group LLC now owns 2,075,613 shares of the company’s stock worth $49,151,000 after purchasing an additional 1,383,439 shares during the period. Finally, Strata Wealth Advisors LLC grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 205.7% in the fourth quarter. Strata Wealth Advisors LLC now owns 607,668 shares of the company’s stock worth $14,390,000 after purchasing an additional 408,896 shares during the period.
Schwab Fundamental U.S. Large Company Index ETF Trading Up 0.2 %
NYSEARCA:FNDX opened at $25.01 on Thursday. The stock has a market capitalization of $5.73 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. The firm has a fifty day simple moving average of $24.25 and a two-hundred day simple moving average of $23.97. Schwab Fundamental U.S. Large Company Index ETF has a 12 month low of $21.11 and a 12 month 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.
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