Schwab Fundamental U.S. Large Company ETF $FNDX Holdings Lifted by Eagle Strategies LLC

Eagle Strategies LLC boosted its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 75.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,025,322 shares of the company’s stock after acquiring an additional 440,395 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for 3.6% of Eagle Strategies LLC’s investment portfolio, making the stock its 3rd biggest position. Eagle Strategies LLC owned 0.13% of Schwab Fundamental U.S. Large Company ETF worth $26,966,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Paladin Advisory Group LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 2nd quarter worth about $25,000. Mid American Wealth Advisory Group Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF in the second quarter valued at approximately $37,000. Salomon & Ludwin LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 142.2% in the second quarter. Salomon & Ludwin LLC now owns 1,809 shares of the company’s stock valued at $45,000 after buying an additional 1,062 shares during the period. Berkshire Money Management Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF during the second quarter valued at approximately $52,000. Finally, Kiker Wealth Management LLC grew its stake in Schwab Fundamental U.S. Large Company ETF by 572.9% during the second quarter. Kiker Wealth Management LLC now owns 2,160 shares of the company’s stock worth $53,000 after buying an additional 1,839 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.8%

Schwab Fundamental U.S. Large Company ETF stock opened at $27.44 on Friday. The firm has a fifty day moving average of $26.95 and a 200-day moving average of $25.98. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $20.41 and a 52-week high of $27.57. The firm has a market capitalization of $21.74 billion, a P/E ratio of 17.86 and a beta of 0.93.

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.