Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Stock Holdings Lifted by Kavar Capital Partners Group LLC

Kavar Capital Partners Group LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 217.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,392,480 shares of the company’s stock after purchasing an additional 953,995 shares during the period. Schwab Fundamental U.S. Large Company Index ETF accounts for about 5.6% of Kavar Capital Partners Group LLC’s holdings, making the stock its 2nd largest holding. Kavar Capital Partners Group LLC owned about 0.61% of Schwab Fundamental U.S. Large Company Index ETF worth $32,974,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FNDX. Cathy Pareto & Associates Inc. purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter worth about $2,255,000. Kingswood Wealth Advisors LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 209.7% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 55,038 shares of the company’s stock worth $1,303,000 after buying an additional 37,266 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 220.3% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 97,529 shares of the company’s stock worth $2,309,000 after purchasing an additional 67,084 shares during the last quarter. Embree Financial Group boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 193.6% during the fourth quarter. Embree Financial Group now owns 17,787 shares of the company’s stock valued at $421,000 after buying an additional 11,729 shares during the last quarter. Finally, Archford Capital Strategies LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 6.5% in the fourth quarter. Archford Capital Strategies LLC now owns 338,303 shares of the company’s stock worth $8,011,000 after acquiring an additional 20,563 shares during the period.

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

FNDX stock opened at $24.68 on Monday. The company has a market cap of $5.65 billion, a P/E ratio of 17.79 and a beta of 0.84. The stock’s fifty day moving average price is $24.29 and its 200-day moving average price is $23.75. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $20.72 and a 1 year high of $25.17.

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.