Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) is Consolidated Planning Corp’s 6th Largest Position

Consolidated Planning Corp boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 324.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 846,590 shares of the company’s stock after acquiring an additional 647,256 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF accounts for approximately 2.7% of Consolidated Planning Corp’s portfolio, making the stock its 6th largest holding. Consolidated Planning Corp owned about 0.37% of Schwab Fundamental U.S. Large Company Index ETF worth $20,047,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Brookstone Capital Management lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 197.5% in the 4th quarter. Brookstone Capital Management now owns 19,409 shares of the company’s stock worth $460,000 after acquiring an additional 12,884 shares during the last quarter. Destination Wealth Management purchased a new position in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter worth $209,000. Peapack Gladstone Financial Corp lifted its stake in Schwab Fundamental U.S. Large Company Index ETF by 2.8% in the third quarter. Peapack Gladstone Financial Corp now owns 91,770 shares of the company’s stock worth $6,585,000 after purchasing an additional 2,490 shares during the last quarter. Stifel Financial Corp boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 38.1% during the third quarter. Stifel Financial Corp now owns 10,269 shares of the company’s stock valued at $737,000 after buying an additional 2,834 shares during the period. Finally, Arlington Financial Advisors LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 197.5% during the fourth quarter. Arlington Financial Advisors LLC now owns 387,494 shares of the company’s stock valued at $9,176,000 after buying an additional 257,238 shares during the period.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.4 %

FNDX opened at $24.56 on Thursday. Schwab Fundamental U.S. Large Company Index ETF has a 12 month low of $20.78 and a 12 month high of $25.17. The business’s 50-day moving average price is $24.24 and its 200-day moving average price is $23.90. The company has a market cap of $5.62 billion, a P/E ratio of 17.79 and a beta of 0.84.

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.