Callan Capital LLC Has $81.27 Million Holdings in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Callan Capital LLC increased its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,213,353 shares of the company’s stock after purchasing an additional 29,704 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF makes up 6.8% of Callan Capital LLC’s portfolio, making the stock its 2nd biggest position. Callan Capital LLC owned 0.53% of Schwab Fundamental U.S. Large Company Index ETF worth $81,270,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Geneos Wealth Management Inc. raised its holdings in Schwab Fundamental U.S. Large Company Index ETF by 276.0% during the 1st quarter. Geneos Wealth Management Inc. now owns 391 shares of the company’s stock worth $26,000 after buying an additional 287 shares during the period. Able Wealth Management LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at $28,000. Palisade Asset Management LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF in the 1st quarter valued at about $30,000. Johnson Financial Group Inc. grew its holdings in Schwab Fundamental U.S. Large Company Index ETF by 262.2% during the fourth quarter. Johnson Financial Group Inc. now owns 536 shares of the company’s stock worth $33,000 after purchasing an additional 388 shares during the period. Finally, Tidemark LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company Index ETF during the 4th quarter worth approximately $36,000.

Schwab Fundamental U.S. Large Company Index ETF Stock Up 1.4 %

Shares of FNDX stock opened at $71.47 on Friday. The company has a market capitalization of $16.37 billion, a PE ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $71.66. The firm has a 50 day moving average price of $68.98 and a two-hundred day moving average price of $67.19.

Schwab Fundamental U.S. Large Company Index ETF Company 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.