InterOcean Capital Group LLC Has $617,000 Stock Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

InterOcean Capital Group LLC cut its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDXFree Report) by 29.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,961 shares of the company’s stock after selling 4,170 shares during the period. InterOcean Capital Group LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $617,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in FNDX. WealthPlan Investment Management LLC bought a new position in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at about $375,000. Larson Financial Group LLC lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 73.4% in the 3rd quarter. Larson Financial Group LLC now owns 5,116 shares of the company’s stock valued at $286,000 after acquiring an additional 2,166 shares in the last quarter. Corient Private Wealth LLC lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 18.4% in the 3rd quarter. Corient Private Wealth LLC now owns 325,859 shares of the company’s stock valued at $18,238,000 after acquiring an additional 50,714 shares in the last quarter. Kavar Capital Partners Group LLC lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 1.5% in the 3rd quarter. Kavar Capital Partners Group LLC now owns 377,464 shares of the company’s stock valued at $21,127,000 after acquiring an additional 5,635 shares in the last quarter. Finally, Nicholas Hoffman & Company LLC. lifted its position in Schwab Fundamental U.S. Large Company Index ETF by 8.2% in the 3rd quarter. Nicholas Hoffman & Company LLC. now owns 88,138 shares of the company’s stock valued at $4,933,000 after acquiring an additional 6,685 shares in the last quarter.

Schwab Fundamental U.S. Large Company Index ETF Trading Down 0.5 %

NYSEARCA FNDX traded down $0.34 during trading hours on Thursday, hitting $66.72. The company’s stock had a trading volume of 39,616 shares, compared to its average volume of 495,855. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $53.32 and a 52 week high of $67.58. The company’s 50-day simple moving average is $65.93 and its two-hundred day simple moving average is $63.05. The company has a market capitalization of $15.28 billion, a PE ratio of 17.79 and a beta of 0.84.

Schwab Fundamental U.S. Large Company Index ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

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