Collective Family Office LLC Has $4.39 Million Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Collective Family Office LLC reduced its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 8.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 76,228 shares of the company’s stock after selling 6,620 shares during the period. Schwab Fundamental U.S. Large Company Index ETF comprises about 1.7% of Collective Family Office LLC’s investment portfolio, making the stock its 17th biggest position. Collective Family Office LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $4,388,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in FNDX. Steward Partners Investment Advisory LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 4.2% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 4,830 shares of the company’s stock valued at $258,000 after purchasing an additional 194 shares in the last quarter. Janney Montgomery Scott LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF by 3.2% in the first quarter. Janney Montgomery Scott LLC now owns 6,359 shares of the company’s stock valued at $349,000 after buying an additional 200 shares in the last quarter. Cambridge Advisors Inc. grew its stake in Schwab Fundamental U.S. Large Company Index ETF by 0.5% during the first quarter. Cambridge Advisors Inc. now owns 40,557 shares of the company’s stock worth $2,227,000 after buying an additional 203 shares during the last quarter. Jackson Creek Investment Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.3% during the first quarter. Jackson Creek Investment Advisors LLC now owns 19,796 shares of the company’s stock worth $1,087,000 after buying an additional 258 shares in the last quarter. Finally, Schrum Private Wealth Management LLC raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.1% in the first quarter. Schrum Private Wealth Management LLC now owns 24,210 shares of the company’s stock valued at $1,330,000 after acquiring an additional 271 shares during the last quarter.

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

Shares of FNDX traded up $0.11 on Monday, hitting $58.22. The company’s stock had a trading volume of 245,425 shares, compared to its average volume of 385,636. The company has a market capitalization of $11.74 billion, a PE ratio of 15.88 and a beta of 1.00. Schwab Fundamental U.S. Large Company Index ETF has a fifty-two week low of $47.50 and a fifty-two week high of $59.97. The company has a 50 day moving average price of $58.36 and a 200 day moving average price of $56.28.

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.