Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Cornerstone Planning Group LLC

Cornerstone Planning Group LLC raised its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 839,967.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,562,526 shares of the company’s stock after purchasing an additional 1,562,340 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for 6.9% of Cornerstone Planning Group LLC’s portfolio, making the stock its 3rd largest position. Cornerstone Planning Group LLC owned about 0.19% of Schwab Fundamental U.S. Large Company ETF worth $44,188,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Capital Investment Advisory Services LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 82.8% during the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after purchasing an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth approximately $39,000. Bogart Wealth LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 91.5% during the third quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock worth $43,000 after purchasing an additional 777 shares during the last quarter. First Command Advisory Services Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF during the third quarter worth approximately $43,000. Finally, Fifth Third Bancorp acquired a new position in Schwab Fundamental U.S. Large Company ETF during the third quarter worth approximately $44,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of NYSEARCA:FNDX opened at $30.07 on Friday. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $22.83 and a 1 year high of $30.24. The stock has a market capitalization of $25.90 billion, a P/E ratio of 17.86 and a beta of 0.88. The stock has a 50-day simple moving average of $28.57 and a 200-day simple moving average of $27.83.

About Schwab Fundamental U.S. Large Company 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.