Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Bought by Callan Capital LLC

Callan Capital LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 205.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,720,737 shares of the company’s stock after acquiring an additional 2,502,026 shares during the period. Schwab Fundamental U.S. Large Company Index ETF comprises 6.4% of Callan Capital LLC’s portfolio, making the stock its 3rd largest holding. Callan Capital LLC owned approximately 1.62% of Schwab Fundamental U.S. Large Company Index ETF worth $88,107,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Howe & Rusling Inc. raised its position in Schwab Fundamental U.S. Large Company Index ETF by 7.0% during the third quarter. Howe & Rusling Inc. now owns 7,168 shares of the company’s stock worth $514,000 after acquiring an additional 468 shares during the last quarter. Etfidea LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.1% during the third quarter. Etfidea LLC now owns 44,019 shares of the company’s stock worth $3,159,000 after buying an additional 473 shares in the last quarter. Nations Financial Group Inc. IA ADV grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 4.1% during the third quarter. Nations Financial Group Inc. IA ADV now owns 16,831 shares of the company’s stock worth $1,208,000 after buying an additional 668 shares in the last quarter. Adirondack Trust Co. grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after buying an additional 770 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.5% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 169,424 shares of the company’s stock worth $12,158,000 after buying an additional 785 shares in the last quarter.

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

Shares of NYSEARCA FNDX opened at $24.55 on Friday. The company has a market cap of $5.62 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 $21.25 and a 12 month high of $25.17. The company has a 50-day simple moving average of $24.27 and a 200-day simple moving average of $24.00.

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.