Financial Planning Hawaii Inc. Makes New $1.17 Million Investment in Schwab Fundamental U.S. Large Company ETF $FNDX

Financial Planning Hawaii Inc. purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 42,816 shares of the company’s stock, valued at approximately $1,165,000.

A number of other institutional investors also recently modified their holdings of the company. Bogart Wealth LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 91.5% in the third quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock worth $43,000 after buying an additional 777 shares during the last quarter. First Command Advisory Services Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $43,000. Fifth Third Bancorp acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $44,000. Manning & Napier Advisors LLC bought a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth $50,000. Finally, LGT Financial Advisors LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock worth $50,000 after acquiring an additional 1,902 shares during the period.

Schwab Fundamental U.S. Large Company ETF Price Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $27.31 on Tuesday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $29.37. The firm has a fifty day moving average price of $28.44 and a two-hundred day moving average price of $27.41. The firm has a market cap of $22.63 billion, a price-to-earnings ratio of 17.86 and a beta of 0.93.

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.