Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) Shares Sold by Atria Wealth Solutions Inc.

Atria Wealth Solutions Inc. cut its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 40.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,514 shares of the company’s stock after selling 31,458 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,075,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FNDX. Revolve Wealth Partners LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the 4th quarter valued at approximately $719,000. JPMorgan Chase & Co. increased its holdings in Schwab Fundamental U.S. Large Company ETF by 304.9% in the fourth quarter. JPMorgan Chase & Co. now owns 137,073 shares of the company’s stock valued at $3,246,000 after buying an additional 103,216 shares during the last quarter. O Shaughnessy Asset Management LLC increased its holdings in Schwab Fundamental U.S. Large Company ETF by 212.8% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 9,840 shares of the company’s stock valued at $233,000 after buying an additional 6,694 shares during the last quarter. Wells Fargo & Company MN increased its holdings in Schwab Fundamental U.S. Large Company ETF by 198.1% in the fourth quarter. Wells Fargo & Company MN now owns 132,274 shares of the company’s stock valued at $3,132,000 after buying an additional 87,906 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its holdings in Schwab Fundamental U.S. Large Company ETF by 1,785.1% in the fourth quarter. Russell Investments Group Ltd. now owns 6,447 shares of the company’s stock valued at $153,000 after buying an additional 6,105 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Down 0.3%

FNDX opened at $24.83 on Tuesday. The firm has a market cap of $18.87 billion, a price-to-earnings ratio of 17.86 and a beta of 1.00. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $25.22. The company’s 50-day moving average price is $24.55 and its 200 day moving average price is $23.88.

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.