Carnegie Investment Counsel Raises Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Carnegie Investment Counsel raised its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 82.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 116,986 shares of the company’s stock after buying an additional 52,721 shares during the quarter. Carnegie Investment Counsel’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $3,258,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Capital Investment Counsel LLC increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% during the first quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after acquiring an additional 381 shares during the last quarter. Howe & Rusling Inc. lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.4% in the 4th quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock worth $737,000 after acquiring an additional 381 shares during the last quarter. Legacy Financial Strategies LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% in the 4th quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock worth $1,001,000 after acquiring an additional 385 shares during the last quarter. Godsey & Gibb Inc. lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6.2% in the 4th quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock worth $185,000 after acquiring an additional 399 shares during the last quarter. Finally, Assetmark Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after purchasing an additional 408 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA:FNDX opened at $31.41 on Monday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $24.27 and a fifty-two week high of $31.56. The company has a 50 day moving average price of $30.87 and a 200 day moving average price of $29.27. The stock has a market capitalization of $26.23 billion, a P/E ratio of 17.86 and a beta of 0.87.

About Schwab Fundamental U.S. Large Company ETF

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.