SC&H Financial Advisors Inc. lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 8.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,698 shares of the company’s stock after acquiring an additional 905 shares during the period. SC&H Financial Advisors Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $287,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Woodside Wealth Management LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth approximately $25,000. Bridge Generations Wealth Management LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 171.2% in the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after acquiring an additional 738 shares during the period. Key Financial Inc increased its position in Schwab Fundamental U.S. Large Company ETF by 79.5% in the 1st quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after acquiring an additional 596 shares during the period. Dagco Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth $33,000. Finally, JFS Wealth Advisors LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth $44,000.
Schwab Fundamental U.S. Large Company ETF Stock Up 0.8%
FNDX opened at $26.31 on Friday. The stock has a market cap of $19.99 billion, a PE ratio of 17.86 and a beta of 1.00. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $20.41 and a twelve month high of $26.51. The company has a fifty day moving average of $25.50 and a 200-day moving average of $24.21.
Schwab Fundamental U.S. Large Company ETF Company 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.
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