Lodestar Private Asset Management LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 197.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 112,659 shares of the company’s stock after buying an additional 74,801 shares during the quarter. Lodestar Private Asset Management LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,668,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also modified their holdings of the company. Bruce G. Allen Investments LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 0.3% in the 3rd quarter. Bruce G. Allen Investments LLC now owns 112,897 shares of the company’s stock valued at $8,101,000 after purchasing an additional 288 shares during the period. Castleview Partners LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth approximately $32,000. Howe & Rusling Inc. increased its stake in Schwab Fundamental U.S. Large Company Index ETF by 7.0% during the 3rd quarter. Howe & Rusling Inc. now owns 7,168 shares of the company’s stock worth $514,000 after acquiring an additional 468 shares during the period. Etfidea LLC raised its holdings in Schwab Fundamental U.S. Large Company Index ETF by 1.1% in the 3rd quarter. Etfidea LLC now owns 44,019 shares of the company’s stock valued at $3,159,000 after acquiring an additional 473 shares in the last quarter. Finally, Godsey & Gibb Inc. raised its holdings in Schwab Fundamental U.S. Large Company Index ETF by 28.6% in the 3rd quarter. Godsey & Gibb Inc. now owns 2,303 shares of the company’s stock valued at $165,000 after acquiring an additional 512 shares in the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
FNDX opened at $24.68 on Friday. The firm has a market cap of $5.65 billion, a P/E ratio of 17.79 and a beta of 0.84. The business’s fifty day moving average is $24.28 and its 200-day moving average is $23.84. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.78 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.
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