J.W. Cole Advisors Inc. grew its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 257.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,209 shares of the company’s stock after purchasing an additional 18,870 shares during the period. J.W. Cole Advisors Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $621,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors have also made changes to their positions in the stock. Brookstone Capital Management grew its position in Schwab Fundamental U.S. Large Company Index ETF by 197.5% in the fourth quarter. Brookstone Capital Management now owns 19,409 shares of the company’s stock worth $460,000 after acquiring an additional 12,884 shares during the period. Destination Wealth Management purchased a new position in Schwab Fundamental U.S. Large Company Index ETF in the third quarter worth approximately $209,000. Peapack Gladstone Financial Corp grew its position in Schwab Fundamental U.S. Large Company Index ETF by 2.8% in the third quarter. Peapack Gladstone Financial Corp now owns 91,770 shares of the company’s stock worth $6,585,000 after acquiring an additional 2,490 shares during the period. Stifel Financial Corp grew its position in Schwab Fundamental U.S. Large Company Index ETF by 38.1% in the third quarter. Stifel Financial Corp now owns 10,269 shares of the company’s stock worth $737,000 after acquiring an additional 2,834 shares during the period. Finally, Arlington Financial Advisors LLC grew its position in Schwab Fundamental U.S. Large Company Index ETF by 197.5% in the fourth quarter. Arlington Financial Advisors LLC now owns 387,494 shares of the company’s stock worth $9,176,000 after acquiring an additional 257,238 shares during the period.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
Shares of Schwab Fundamental U.S. Large Company Index ETF stock opened at $25.01 on Thursday. The firm has a market capitalization of $5.73 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a fifty-two week low of $21.11 and a fifty-two week high of $25.17. The stock has a 50 day moving average of $24.25 and a 200 day moving average of $23.97.
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.
Further Reading
- Five stocks we like better than Schwab Fundamental U.S. Large Company Index ETF
- Short Selling: How to Short a Stock
- Nebius Group: NVIDIA’s Investment Sparks All-Time Highs
- What Percentage Gainers Tell Investors and Why They Don’t Tell the Whole Story
- SoFi Stock Rallying Strong in the Last 5 Days—What’s Driving It?
- The Basics of Support and Resistance
- Intel Surges on M&A Talks: Rally Beginning or Just a Headfake?
Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report).
Receive News & Ratings for Schwab Fundamental U.S. Large Company Index ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Large Company Index ETF and related companies with MarketBeat.com's FREE daily email newsletter.