Creative Financial Designs Inc. ADV grew its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 210.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,691 shares of the company’s stock after purchasing an additional 15,392 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $537,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. IAG Wealth Partners LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock valued at $26,000 after purchasing an additional 740 shares in the last quarter. Adirondack Trust Co. lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock valued at $27,000 after purchasing an additional 770 shares in the last quarter. Pinnacle Bancorp Inc. lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after purchasing an additional 1,093 shares in the last quarter. WealthShield Partners LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.1% in the fourth quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock valued at $32,000 after purchasing an additional 895 shares in the last quarter. Finally, Icon Wealth Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter valued at approximately $108,000.
Schwab Fundamental U.S. Large Company Index ETF Stock Down 0.5 %
FNDX stock opened at $23.60 on Wednesday. The stock’s 50 day moving average is $24.29 and its 200-day moving average is $24.13. The firm has a market capitalization of $17.37 billion, a PE ratio of 19.51 and a beta of 1.00. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $21.25 and a twelve month high of $25.17.
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.
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