Financial Planning Hawaii Inc. Purchases New Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Financial Planning Hawaii Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 42,816 shares of the company’s stock, valued at approximately $1,165,000.

A number of other institutional investors have also recently added to or reduced their stakes in FNDX. Captrust Financial Advisors increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 4.4% during the 3rd quarter. Captrust Financial Advisors now owns 17,023,084 shares of the company’s stock worth $447,707,000 after purchasing an additional 718,789 shares during the last quarter. Boulay Financial Advisors LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% during the 3rd quarter. Boulay Financial Advisors LLC now owns 8,772,604 shares of the company’s stock valued at $230,719,000 after purchasing an additional 243,340 shares in the last quarter. McAdam LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 5.8% in the 3rd quarter. McAdam LLC now owns 8,751,118 shares of the company’s stock valued at $230,154,000 after purchasing an additional 482,945 shares during the last quarter. Ameriprise Financial Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 4.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 8,113,872 shares of the company’s stock valued at $199,151,000 after purchasing an additional 349,667 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 0.7% in the third quarter. Signature Estate & Investment Advisors LLC now owns 7,877,150 shares of the company’s stock worth $207,169,000 after purchasing an additional 55,429 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $27.31 on Tuesday. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $29.37. The company’s fifty day moving average price is $28.44 and its two-hundred day moving average price is $27.41. The company has a market capitalization of $22.63 billion, a price-to-earnings ratio of 17.86 and a beta of 0.93.

Schwab Fundamental U.S. Large Company 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.