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

Apella Capital LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 35,831 shares of the company’s stock after acquiring an additional 23,900 shares during the quarter. Apella Capital LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $848,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter valued at $93,978,000. Financial Strategies Group Inc. boosted its stake in Schwab Fundamental U.S. Large Company Index ETF by 202.2% during the third quarter. Financial Strategies Group Inc. now owns 843,310 shares of the company’s stock valued at $60,516,000 after buying an additional 564,270 shares in the last quarter. Envision Financial LLC acquired a new position in Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter worth about $13,122,000. Moller Wealth Partners raised its position in Schwab Fundamental U.S. Large Company Index ETF by 189.8% in the fourth quarter. Moller Wealth Partners now owns 766,515 shares of the company’s stock worth $18,151,000 after acquiring an additional 502,033 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC lifted its holdings in Schwab Fundamental U.S. Large Company Index ETF by 18.6% in the 3rd quarter. Signature Estate & Investment Advisors LLC now owns 3,196,535 shares of the company’s stock valued at $229,383,000 after acquiring an additional 501,854 shares during the last quarter.

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

Shares of FNDX opened at $24.14 on Thursday. The firm’s 50 day moving average is $24.31 and its 200-day moving average is $23.64. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $20.21 and a 12-month high of $25.17. The stock has a market capitalization of $5.53 billion, a P/E ratio of 17.79 and a beta of 0.84.

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.