Tempus Wealth Planning LLC Grows Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Tempus Wealth Planning LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 204.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 121,586 shares of the company’s stock after acquiring an additional 81,635 shares during the period. Schwab Fundamental U.S. Large Company Index ETF makes up about 0.9% of Tempus Wealth Planning LLC’s portfolio, making the stock its 27th largest holding. Tempus Wealth Planning LLC owned 0.05% of Schwab Fundamental U.S. Large Company Index ETF worth $2,879,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of FNDX. Adirondack Trust Co. raised its holdings in Schwab Fundamental U.S. Large Company Index ETF by 200.0% during the fourth quarter. Adirondack Trust Co. now owns 1,155 shares of the company’s stock worth $27,000 after purchasing an additional 770 shares during the last quarter. Pinnacle Bancorp Inc. lifted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 700.6% in the fourth quarter. Pinnacle Bancorp Inc. now owns 1,249 shares of the company’s stock valued at $30,000 after purchasing an additional 1,093 shares in the last quarter. Castleview Partners LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the third quarter valued at approximately $32,000. Decker Retirement Planning Inc. purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth approximately $36,000. Finally, Global Wealth Strategies & Associates raised its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 201.0% during the 4th quarter. Global Wealth Strategies & Associates now owns 1,731 shares of the company’s stock worth $41,000 after purchasing an additional 1,156 shares during the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Stock Down 0.6 %

Shares of NYSEARCA:FNDX opened at $24.49 on Tuesday. The company has a market capitalization of $5.61 billion, a P/E ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52-week low of $20.78 and a 52-week high of $25.17. The stock’s fifty day simple moving average is $24.30 and its 200-day simple moving average is $23.82.

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.