Geneos Wealth Management Inc. Increases Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Geneos Wealth Management Inc. raised its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 19.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,063 shares of the company’s stock after buying an additional 981 shares during the quarter. Geneos Wealth Management Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $143,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Boulay Financial Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $140,067,000. Ameriprise Financial Inc. raised its holdings in Schwab Fundamental U.S. Large Company ETF by 31.9% in the first quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after acquiring an additional 1,878,599 shares in the last quarter. Belpointe Asset Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $29,957,000. Fortis Capital Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $29,957,000. Finally, PTM Wealth Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $27,418,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA:FNDX opened at $26.11 on Wednesday. The firm’s 50 day moving average price is $25.27 and its 200 day moving average price is $24.07. The stock has a market cap of $19.84 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 $26.19.

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.