Schwab Fundamental U.S. Large Company ETF $FNDX is Consolidated Planning Corp’s 5th Largest Position

Consolidated Planning Corp trimmed its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.8% during the second quarter, HoldingsChannel reports. The fund owned 826,453 shares of the company’s stock after selling 33,031 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises 2.5% of Consolidated Planning Corp’s holdings, making the stock its 5th biggest position. Consolidated Planning Corp’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $20,281,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Private Trust Co. NA acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth about $47,000. Dynamic Advisor Solutions LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth about $431,000. Janney Montgomery Scott LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 36.0% during the first quarter. Janney Montgomery Scott LLC now owns 28,991 shares of the company’s stock worth $684,000 after acquiring an additional 7,679 shares during the period. QRG Capital Management Inc. grew its position in Schwab Fundamental U.S. Large Company ETF by 29.5% during the first quarter. QRG Capital Management Inc. now owns 27,266 shares of the company’s stock worth $644,000 after buying an additional 6,214 shares during the period. Finally, Farther Finance Advisors LLC grew its position in Schwab Fundamental U.S. Large Company ETF by 90.3% during the first quarter. Farther Finance Advisors LLC now owns 15,302 shares of the company’s stock worth $361,000 after buying an additional 7,260 shares during the period.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.5%

Shares of FNDX opened at $26.42 on Thursday. The firm’s 50-day moving average is $25.58 and its two-hundred day moving average is $24.26. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $20.41 and a twelve month high of $26.51. The firm has a market capitalization of $20.08 billion, a P/E ratio of 17.86 and a beta of 1.00.

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.