EP Wealth Advisors LLC Purchases 10,418 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

EP Wealth Advisors LLC boosted its position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX) by 83.5% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 22,892 shares of the company’s stock after purchasing an additional 10,418 shares during the period. EP Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company Index ETF were worth $1,533,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cetera Advisor Networks LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 879.8% in the fourth quarter. Cetera Advisor Networks LLC now owns 492,432 shares of the company’s stock valued at $30,501,000 after acquiring an additional 442,176 shares in the last quarter. PNC Financial Services Group Inc. increased its position in shares of Schwab Fundamental U.S. Large Company Index ETF by 14.0% during the 4th quarter. PNC Financial Services Group Inc. now owns 6,515 shares of the company’s stock valued at $404,000 after purchasing an additional 799 shares during the last quarter. Wedmont Private Capital raised its stake in shares of Schwab Fundamental U.S. Large Company Index ETF by 3.6% during the 1st quarter. Wedmont Private Capital now owns 11,857 shares of the company’s stock worth $790,000 after purchasing an additional 409 shares during the period. Chicago Partners Investment Group LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 24.1% in the 4th quarter. Chicago Partners Investment Group LLC now owns 9,062 shares of the company’s stock worth $563,000 after buying an additional 1,761 shares during the last quarter. Finally, Ausdal Financial Partners Inc. bought a new position in Schwab Fundamental U.S. Large Company Index ETF during the second quarter valued at about $434,000.

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

Shares of FNDX stock opened at $71.38 on Wednesday. The firm has a market cap of $16.35 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84. Schwab Fundamental U.S. Large Company Index ETF has a 52 week low of $53.32 and a 52 week high of $71.90. The firm’s 50-day simple moving average is $69.30 and its two-hundred day simple moving average is $67.51.

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.