Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by Ashford Advisors LLC

Ashford Advisors LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 199.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,005,958 shares of the company’s stock after acquiring an additional 1,336,198 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for about 11.0% of Ashford Advisors LLC’s holdings, making the stock its 3rd biggest holding. Ashford Advisors LLC owned 0.88% of Schwab Fundamental U.S. Large Company Index ETF worth $47,501,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in FNDX. JMG Financial Group Ltd. lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 185.9% in the 4th quarter. JMG Financial Group Ltd. now owns 17,783 shares of the company’s stock valued at $421,000 after purchasing an additional 11,562 shares during the last quarter. Aspect Partners LLC increased its position in Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the fourth quarter. Aspect Partners LLC now owns 3,006 shares of the company’s stock worth $71,000 after buying an additional 2,004 shares during the period. Boston Financial Mangement LLC lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 196.7% in the fourth quarter. Boston Financial Mangement LLC now owns 60,363 shares of the company’s stock valued at $1,429,000 after buying an additional 40,015 shares during the last quarter. WealthCare Investment Partners LLC grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 247.2% during the fourth quarter. WealthCare Investment Partners LLC now owns 114,409 shares of the company’s stock worth $2,701,000 after acquiring an additional 81,453 shares during the last quarter. Finally, Ieq Capital LLC grew its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 211.0% during the fourth quarter. Ieq Capital LLC now owns 83,116 shares of the company’s stock worth $1,968,000 after acquiring an additional 56,393 shares during the last quarter.

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

NYSEARCA FNDX opened at $24.91 on Friday. The firm’s fifty day moving average is $24.26 and its two-hundred day moving average is $23.98. Schwab Fundamental U.S. Large Company Index ETF has a one year low of $21.11 and a one year high of $25.17. The firm has a market cap of $5.70 billion, a PE ratio of 17.79 and a beta of 0.84.

About Schwab Fundamental U.S. Large Company Index ETF

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.