Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Shares Acquired by Catalyst Financial Partners LLC

Catalyst Financial Partners LLC lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,994 shares of the company’s stock after buying an additional 5,996 shares during the period. Catalyst Financial Partners LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $213,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. MidAtlantic Capital Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 230.2% during the 4th quarter. MidAtlantic Capital Management Inc. now owns 54,863 shares of the company’s stock worth $1,299,000 after buying an additional 38,246 shares during the last quarter. Avestar Capital LLC increased its holdings in Schwab Fundamental U.S. Large Company Index ETF by 255.6% in the 4th quarter. Avestar Capital LLC now owns 51,604 shares of the company’s stock valued at $1,222,000 after purchasing an additional 37,093 shares during the last quarter. Morris Financial Concepts Inc. increased its holdings in Schwab Fundamental U.S. Large Company Index ETF by 199.4% in the 4th quarter. Morris Financial Concepts Inc. now owns 15,552 shares of the company’s stock valued at $368,000 after purchasing an additional 10,358 shares during the last quarter. R. W. Roge & Company Inc. increased its holdings in Schwab Fundamental U.S. Large Company Index ETF by 50.1% in the 4th quarter. R. W. Roge & Company Inc. now owns 89,924 shares of the company’s stock valued at $2,129,000 after purchasing an additional 30,021 shares during the last quarter. Finally, Castle Wealth Management LLC increased its holdings in Schwab Fundamental U.S. Large Company Index ETF by 200.0% in the 4th quarter. Castle Wealth Management LLC now owns 9,960 shares of the company’s stock valued at $236,000 after purchasing an additional 6,640 shares during the last quarter.

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

Schwab Fundamental U.S. Large Company Index ETF stock opened at $24.81 on Friday. Schwab Fundamental U.S. Large Company Index ETF has a fifty-two week low of $21.11 and a fifty-two week high of $25.17. The firm has a 50 day moving average price of $24.24 and a 200 day moving average price of $23.92. The company has a market capitalization of $5.68 billion, a PE ratio of 17.79 and a beta of 0.84.

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.