Valley National Advisers Inc. Increases Stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Valley National Advisers Inc. boosted its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXGet Rating) by 0.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,109 shares of the company’s stock after purchasing an additional 283 shares during the quarter. Valley National Advisers Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $2,703,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in FNDX. IAG Wealth Partners LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 1st quarter valued at about $25,000. Professional Financial Advisors LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the first quarter valued at approximately $32,000. Joseph P. Lucia & Associates LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the first quarter valued at approximately $42,000. Koshinski Asset Management Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 27.2% during the first quarter. Koshinski Asset Management Inc. now owns 875 shares of the company’s stock valued at $51,000 after buying an additional 187 shares during the period. Finally, Lansing Street Advisors bought a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the first quarter valued at approximately $51,000.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 2.5 %

Shares of NYSEARCA FNDX traded down $1.25 during mid-day trading on Friday, hitting $48.92. 230,845 shares of the stock traded hands, compared to its average volume of 1,052,842. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $49.49 and a 52 week high of $60.29. The stock has a fifty day moving average price of $53.76 and a 200-day moving average price of $54.77.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

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