Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Position Raised by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 1.4% in the fourth quarter, HoldingsChannel reports. The firm owned 138,966 shares of the company’s stock after buying an additional 1,879 shares during the period. Schwab Fundamental U.S. Large Company Index ETF accounts for about 3.7% of Sterling Financial Planning Inc.’s holdings, making the stock its 7th biggest holding. Sterling Financial Planning Inc.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $8,608,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in FNDX. Cowa LLC raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 31,068.3% during the 1st quarter. Cowa LLC now owns 3,597,442 shares of the company’s stock worth $2,105,000 after purchasing an additional 3,585,900 shares during the last quarter. Charles Schwab Investment Advisory Inc. raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.4% during the 3rd quarter. Charles Schwab Investment Advisory Inc. now owns 124,385,451 shares of the company’s stock worth $6,961,854,000 after purchasing an additional 1,757,011 shares during the last quarter. Alps Advisors Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 3rd quarter worth about $39,682,000. Planned Solutions Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth about $21,114,000. Finally, CI Private Wealth LLC purchased a new stake in Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter valued at about $13,941,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.1 %

Shares of Schwab Fundamental U.S. Large Company Index ETF stock traded up $0.06 during mid-day trading on Thursday, hitting $63.93. The stock had a trading volume of 890,905 shares, compared to its average volume of 533,925. The firm has a 50-day moving average of $65.21 and a two-hundred day moving average of $61.22. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $67.52. The firm has a market cap of $12.89 billion, a P/E ratio of 15.88 and a beta of 1.00.

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.