Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) Position Lifted by Paragon Wealth Strategies LLC

Paragon Wealth Strategies LLC increased its stake in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 2.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 247,137 shares of the company’s stock after buying an additional 5,070 shares during the quarter. Schwab Fundamental U.S. Large Company Index ETF comprises 7.6% of Paragon Wealth Strategies LLC’s holdings, making the stock its 8th largest position. Paragon Wealth Strategies LLC owned 0.24% of Schwab Fundamental U.S. Large Company Index ETF worth $9,258,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in FNDX. Regentatlantic Capital LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.6% in the fourth quarter. Regentatlantic Capital LLC now owns 321,508 shares of the company’s stock valued at $12,044,000 after buying an additional 8,264 shares in the last quarter. Kelman Lazarov Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 9.5% in the fourth quarter. Kelman Lazarov Inc. now owns 232,403 shares of the company’s stock valued at $8,706,000 after buying an additional 20,250 shares in the last quarter. Carroll Financial Associates Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 3.6% in the fourth quarter. Carroll Financial Associates Inc. now owns 222,059 shares of the company’s stock valued at $8,318,000 after buying an additional 7,617 shares in the last quarter. Gemmer Asset Management LLC grew its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 2.2% in the fourth quarter. Gemmer Asset Management LLC now owns 120,633 shares of the company’s stock valued at $4,519,000 after buying an additional 2,566 shares in the last quarter. Finally, Mosaic Financial Partners Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company Index ETF in the fourth quarter valued at $1,129,000.

Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) traded down $0.22 during midday trading on Tuesday, hitting $36.48. The stock had a trading volume of 15,130 shares, compared to its average volume of 458,933. Schwab Fundamental U.S. Large Company Index ETF has a twelve month low of $33.05 and a twelve month high of $39.96.

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

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