Chicago Partners Investment Group LLC Has $1.23 Million Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Chicago Partners Investment Group LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 10.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 51,774 shares of the company’s stock after buying an additional 4,855 shares during the period. Chicago Partners Investment Group LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $1,232,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in FNDX. Castleview Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter valued at about $32,000. Indiana Trust & Investment Management Co acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at approximately $50,000. Marquette Asset Management LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth approximately $71,000. Adirondack Trust Co. lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the 4th quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after purchasing an additional 770 shares during the period. Finally, Sound Income Strategies LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 526.5% in the 3rd quarter. Sound Income Strategies LLC now owns 1,228 shares of the company’s stock valued at $88,000 after purchasing an additional 1,032 shares during the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Stock Down 0.7 %

Shares of NYSEARCA FNDX opened at $24.63 on Monday. The company has a market capitalization of $5.64 billion, a PE ratio of 17.79 and a beta of 0.84. The firm has a fifty day simple moving average of $24.31 and a 200 day simple moving average of $23.81. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $20.72 and a twelve month high of $25.17.

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.