TruNorth Capital Management LLC Increases Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

TruNorth Capital Management LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 242.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 657,445 shares of the company’s stock after purchasing an additional 465,349 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises about 202.0% of TruNorth Capital Management LLC’s portfolio, making the stock its 8th biggest holding. TruNorth Capital Management LLC owned approximately 0.29% of Schwab Fundamental U.S. Large Company Index ETF worth $15,568,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in FNDX. Howe & Rusling Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 7.0% during the third quarter. Howe & Rusling Inc. now owns 7,168 shares of the company’s stock worth $514,000 after purchasing an additional 468 shares during the period. Etfidea LLC increased its stake in Schwab Fundamental U.S. Large Company Index ETF by 1.1% during the 3rd quarter. Etfidea LLC now owns 44,019 shares of the company’s stock worth $3,159,000 after acquiring an additional 473 shares during the period. Nations Financial Group Inc. IA ADV raised its holdings in Schwab Fundamental U.S. Large Company Index ETF by 4.1% in the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 16,831 shares of the company’s stock valued at $1,208,000 after acquiring an additional 668 shares in the last quarter. Adirondack Trust Co. lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the 4th quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after acquiring an additional 770 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.5% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 169,424 shares of the company’s stock worth $12,158,000 after purchasing an additional 785 shares in the last quarter.

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

Shares of NYSEARCA FNDX opened at $24.55 on Tuesday. The stock has a market capitalization of $5.62 billion, a P/E ratio of 17.79 and a beta of 0.84. The stock’s fifty day moving average is $24.27 and its 200 day moving average is $24.04. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $21.25 and a 52 week 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.