Stone Summit Wealth LLC trimmed its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 22.7% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,535 shares of the company’s stock after selling 2,500 shares during the period. Stone Summit Wealth LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $209,000 as of its most recent SEC filing.
Other large investors also recently 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 first quarter worth $25,000. Bridge Generations Wealth Management LLC lifted its stake 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 worth $28,000 after purchasing an additional 738 shares in the last quarter. Key Financial Inc lifted its stake in Schwab Fundamental U.S. Large Company ETF by 79.5% during the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock worth $32,000 after purchasing an additional 596 shares in the last quarter. Dagco Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF during the first quarter worth $33,000. Finally, JFS Wealth Advisors LLC acquired a new position in 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%
NYSEARCA:FNDX opened at $26.31 on Friday. The stock’s fifty day moving average is $25.50 and its two-hundred day moving average is $24.21. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $20.41 and a 52 week high of $26.51. The stock has a market capitalization of $19.99 billion, a price-to-earnings ratio of 17.86 and a beta of 1.00.
About Schwab Fundamental U.S. Large Company ETF
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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