Financial Consulate Inc. Reduces Position in Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX)

Financial Consulate Inc. trimmed its stake in shares of Schwab Fundamental U.S. Large Company Index (NYSEARCA:FNDX) by 6.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,564 shares of the company’s stock after selling 1,167 shares during the quarter. Financial Consulate Inc.’s holdings in Schwab Fundamental U.S. Large Company Index were worth $648,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the business. Foster Victor Wealth Advisors LLC lifted its position in Schwab Fundamental U.S. Large Company Index by 2.1% during the 2nd quarter. Foster Victor Wealth Advisors LLC now owns 17,753 shares of the company’s stock worth $699,000 after acquiring an additional 359 shares during the period. Whitener Capital Management Inc. lifted its position in Schwab Fundamental U.S. Large Company Index by 1.4% during the 1st quarter. Whitener Capital Management Inc. now owns 30,046 shares of the company’s stock worth $1,140,000 after acquiring an additional 411 shares during the period. West Coast Financial LLC lifted its position in Schwab Fundamental U.S. Large Company Index by 1.9% during the 2nd quarter. West Coast Financial LLC now owns 29,605 shares of the company’s stock worth $1,158,000 after acquiring an additional 541 shares during the period. Berkshire Money Management Inc. lifted its position in Schwab Fundamental U.S. Large Company Index by 6.8% during the 1st quarter. Berkshire Money Management Inc. now owns 8,847 shares of the company’s stock worth $336,000 after acquiring an additional 565 shares during the period. Finally, Advisor Group Inc. lifted its position in Schwab Fundamental U.S. Large Company Index by 171.0% during the 4th quarter. Advisor Group Inc. now owns 908 shares of the company’s stock worth $30,000 after acquiring an additional 573 shares during the period.

Schwab Fundamental U.S. Large Company Index stock traded down $0.34 during mid-day trading on Friday, reaching $38.77. 703,254 shares of the company were exchanged, compared to its average volume of 367,898. Schwab Fundamental U.S. Large Company Index has a twelve month low of $31.85 and a twelve month high of $40.40. The stock has a 50-day moving average price of $39.37.

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

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