Consolidated Planning Corp Has $12.19 Million Stock Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Consolidated Planning Corp boosted its holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 3.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 196,781 shares of the company’s stock after purchasing an additional 6,447 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up approximately 2.3% of Consolidated Planning Corp’s holdings, making the stock its 8th biggest position. Consolidated Planning Corp owned 0.10% of Schwab Fundamental U.S. Large Company Index ETF worth $12,189,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in FNDX. Gradient Investments LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 2,886.7% in the third quarter. Gradient Investments LLC now owns 448 shares of the company’s stock valued at $25,000 after purchasing an additional 433 shares in the last quarter. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at $25,000. WealthShield Partners LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at $44,000. Glass Jacobson Investment Advisors llc grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 43.2% in the third quarter. Glass Jacobson Investment Advisors llc now owns 1,340 shares of the company’s stock valued at $75,000 after purchasing an additional 404 shares in the last quarter. Finally, Citigroup Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 20.1% in the third quarter. Citigroup Inc. now owns 1,338 shares of the company’s stock valued at $75,000 after purchasing an additional 224 shares in the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Trading Up 0.3 %

Shares of FNDX stock traded up $0.17 on Friday, reaching $65.04. The company’s stock had a trading volume of 327,577 shares, compared to its average volume of 521,728. The stock’s fifty day simple moving average is $65.40 and its 200-day simple moving average is $61.64. Schwab Fundamental U.S. Large Company Index ETF has a 1 year low of $53.32 and a 1 year high of $67.52. The company has a market capitalization of $14.76 billion, a price-to-earnings ratio of 17.39 and a beta of 0.86.

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.