Asset Planning Services Ltd. Buys 12,576 Shares of Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX)

Asset Planning Services Ltd. raised its holdings in shares of Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX) by 427.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,516 shares of the company’s stock after acquiring an additional 12,576 shares during the quarter. Asset Planning Services Ltd.’s holdings in Schwab Fundamental U.S. Large Company Index were worth $607,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of FNDX. Raymond James & Associates raised its stake in Schwab Fundamental U.S. Large Company Index by 5.1% during the 1st quarter. Raymond James & Associates now owns 47,319 shares of the company’s stock worth $1,796,000 after acquiring an additional 2,296 shares in the last quarter. Valeo Financial Advisors LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index by 259.9% in the first quarter. Valeo Financial Advisors LLC now owns 26,126 shares of the company’s stock valued at $991,000 after purchasing an additional 18,867 shares in the last quarter. Glassman Wealth Services lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index by 9.1% in the first quarter. Glassman Wealth Services now owns 929,888 shares of the company’s stock valued at $35,289,000 after purchasing an additional 77,671 shares in the last quarter. Joseph P. Lucia & Associates LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index in the first quarter valued at about $166,000. Finally, Windsor Group LTD purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index in the second quarter valued at about $203,000.

Shares of NYSEARCA:FNDX traded up $0.19 during trading on Friday, reaching $39.99. The stock had a trading volume of 5,933 shares, compared to its average volume of 368,765. The firm’s fifty day moving average is $39.13. Schwab Fundamental U.S. Large Company Index has a fifty-two week low of $31.85 and a fifty-two week high of $40.40.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX)

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