Williams Jones Wealth Management LLC. Has $257,000 Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Williams Jones Wealth Management LLC. raised its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 200.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,851 shares of the company’s stock after acquiring an additional 7,234 shares during the period. Williams Jones Wealth Management LLC.’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $257,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in FNDX. Blue Trust Inc. raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 12,276.7% during the 4th quarter. Blue Trust Inc. now owns 5,322 shares of the company’s stock worth $126,000 after buying an additional 5,279 shares in the last quarter. Steward Partners Investment Advisory LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 204.1% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 30,639 shares of the company’s stock worth $726,000 after buying an additional 20,565 shares in the last quarter. Arlington Financial Advisors LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 197.5% during the 4th quarter. Arlington Financial Advisors LLC now owns 387,494 shares of the company’s stock worth $9,176,000 after buying an additional 257,238 shares in the last quarter. Choreo LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 193.5% during the 4th quarter. Choreo LLC now owns 18,571 shares of the company’s stock worth $439,000 after buying an additional 12,244 shares in the last quarter. Finally, Truist Financial Corp raised its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 92.5% during the 4th quarter. Truist Financial Corp now owns 68,350 shares of the company’s stock worth $1,619,000 after buying an additional 32,844 shares in the last quarter.

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

Schwab Fundamental U.S. Large Company Index ETF stock opened at $23.51 on Thursday. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $20.41 and a 52 week high of $25.17. The stock has a fifty day moving average of $22.91 and a 200-day moving average of $23.85. The stock has a market capitalization of $17.63 billion, a P/E ratio of 17.98 and a beta of 0.95.

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.