Schwab Fundamental U.S. Large Company ETF $FNDX Shares Bought by Charles Schwab Trust Co

Charles Schwab Trust Co lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,866,593 shares of the company’s stock after buying an additional 90,598 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises about 5.3% of Charles Schwab Trust Co’s investment portfolio, making the stock its 5th largest holding. Charles Schwab Trust Co owned 0.38% of Schwab Fundamental U.S. Large Company ETF worth $70,346,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Woodside Wealth Management LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth about $25,000. Bridge Generations Wealth Management LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 171.2% during the first quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after purchasing an additional 738 shares during the last quarter. Key Financial Inc lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 79.5% in the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after buying an additional 596 shares during the last quarter. Dagco Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $33,000. Finally, JFS Wealth Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth approximately $44,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $26.31 on Friday. The stock’s fifty day moving average price is $25.50 and its two-hundred day moving average price is $24.21. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $26.51. The firm 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 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.