Castle Wealth Management LLC Purchases New Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Castle Wealth Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 3,475 shares of the company’s stock, valued at approximately $215,000.

Several other large investors also recently modified their holdings of the stock. Glass Jacobson Investment Advisors llc grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 12.5% in the 4th quarter. Glass Jacobson Investment Advisors llc now owns 1,508 shares of the company’s stock valued at $93,000 after purchasing an additional 168 shares during the period. PFG Advisors boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.6% in the 4th quarter. PFG Advisors now owns 29,793 shares of the company’s stock worth $1,845,000 after acquiring an additional 176 shares in the last quarter. Chicago Partners Investment Group LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.6% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 7,301 shares of the company’s stock worth $398,000 after acquiring an additional 187 shares in the last quarter. Steward Partners Investment Advisory LLC boosted its holdings 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 worth $258,000 after acquiring an additional 194 shares in the last quarter. Finally, Future Financial Wealth Managment LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 0.8% in the 3rd quarter. Future Financial Wealth Managment LLC now owns 24,955 shares of the company’s stock worth $1,397,000 after acquiring an additional 201 shares in the last quarter.

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

Shares of FNDX traded up $0.24 on Friday, hitting $64.18. The company’s stock had a trading volume of 313,380 shares, compared to its average volume of 531,022. The company has a market capitalization of $12.94 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 $53.32 and a fifty-two week high of $67.52. The company has a 50 day moving average price of $65.22 and a 200 day moving average price of $61.24.

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.