Lowery Thomas LLC Grows Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Lowery Thomas LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 3.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 108,773 shares of the company’s stock after acquiring an additional 3,823 shares during the period. Schwab Fundamental U.S. Large Company Index ETF comprises approximately 5.3% of Lowery Thomas LLC’s investment portfolio, making the stock its 6th largest holding. Lowery Thomas LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $7,286,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Geneos Wealth Management Inc. increased its position in Schwab Fundamental U.S. Large Company Index ETF by 276.0% during the first quarter. Geneos Wealth Management Inc. now owns 391 shares of the company’s stock worth $26,000 after buying an additional 287 shares during the last quarter. Able Wealth Management LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth about $28,000. Palisade Asset Management LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the 1st quarter worth about $30,000. Johnson Financial Group Inc. grew its stake in 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 buying an additional 388 shares during the last quarter. Finally, Tidemark LLC bought a new position in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at about $36,000.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.2 %

FNDX stock traded down $0.12 during mid-day trading on Thursday, hitting $69.58. 3,172 shares of the company were exchanged, compared to its average volume of 468,848. Schwab Fundamental U.S. Large Company Index ETF has a 1-year low of $53.32 and a 1-year high of $70.91. The stock has a market capitalization of $15.93 billion, a PE ratio of 17.79 and a beta of 0.84. The business has a 50 day simple moving average of $68.44 and a 200-day simple moving average of $66.78.

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.