Yoder Wealth Management Inc. Trims Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Yoder Wealth Management Inc. lessened its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 0.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,261 shares of the company’s stock after selling 178 shares during the period. Yoder Wealth Management Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $1,635,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also modified their holdings of the company. Bradley & Co. Private Wealth Management LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at about $25,000. Able Wealth Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter valued at about $28,000. Johnson Financial Group Inc. raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 262.2% in the 4th quarter. Johnson Financial Group Inc. now owns 536 shares of the company’s stock valued at $33,000 after acquiring an additional 388 shares during the period. Tidemark LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter worth approximately $36,000. Finally, WealthShield Partners LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth approximately $44,000.

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

Schwab Fundamental U.S. Large Company Index ETF stock remained flat at $67.15 during trading on Wednesday. 386,913 shares of the company traded hands, compared to its average volume of 476,029. The stock has a market cap of $15.38 billion, a PE ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $67.86. The company has a fifty day simple moving average of $66.42 and a 200 day simple moving average of $64.76.

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.