Leonard Rickey Investment Advisors P.L.L.C. boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 205.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,391,443 shares of the company’s stock after purchasing an additional 935,959 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises 7.6% of Leonard Rickey Investment Advisors P.L.L.C.’s holdings, making the stock its 2nd biggest position. Leonard Rickey Investment Advisors P.L.L.C. owned 0.61% of Schwab Fundamental U.S. Large Company Index ETF worth $32,949,000 at the end of the most recent quarter.
Other large investors also recently added to or reduced their stakes in the company. Pinnacle Bancorp Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the 4th quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock worth $30,000 after purchasing an additional 1,093 shares during the last quarter. Castleview Partners LLC bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the third quarter worth about $32,000. Decker Retirement Planning Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the fourth quarter worth about $36,000. Global Wealth Strategies & Associates increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.0% in the 4th quarter. Global Wealth Strategies & Associates now owns 1,731 shares of the company’s stock valued at $41,000 after acquiring an additional 1,156 shares during the last quarter. Finally, Indiana Trust & Investment Management Co acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at approximately $50,000.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
Shares of NYSEARCA FNDX opened at $24.37 on Tuesday. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.22 and a 52-week high of $25.17. The stock has a market cap of $5.58 billion, a P/E ratio of 17.79 and a beta of 0.84. The firm has a 50 day moving average price of $24.29 and a 200 day moving average price of $23.69.
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.
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