Pacific Capital Wealth Advisors Inc. Acquires Shares of 2,684 Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Pacific Capital Wealth Advisors Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,684 shares of the company’s stock, valued at approximately $166,000.

A number of other institutional investors have also recently made changes to their positions in the company. Steele Capital Management Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter valued at approximately $118,825,000. Charles Schwab Investment Advisory Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 1.4% during the third quarter. Charles Schwab Investment Advisory Inc. now owns 124,385,451 shares of the company’s stock valued at $6,961,854,000 after buying an additional 1,757,011 shares during the last quarter. Alps Advisors Inc. purchased a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF during the third quarter valued at $39,682,000. Planned Solutions Inc. bought a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter worth about $21,114,000. Finally, Pasadena Private Wealth LLC purchased a new position in Schwab Fundamental U.S. Large Company Index ETF in the 4th quarter worth about $13,665,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Up 0.1 %

FNDX traded up $0.07 during midday trading on Wednesday, hitting $65.89. 313,354 shares of the company traded hands, compared to its average volume of 518,513. The company’s 50-day moving average is $65.53 and its 200 day moving average is $62.16. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $53.32 and a 52 week high of $67.52. The firm has a market capitalization of $15.09 billion, a PE ratio of 17.79 and a beta of 0.84.

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.