Schwab Fundamental U.S. Large Company ETF $FNDX Shares Acquired by Boyce & Associates Wealth Consulting Inc.

Boyce & Associates Wealth Consulting Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 23.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 224,918 shares of the company’s stock after acquiring an additional 43,207 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises approximately 4.8% of Boyce & Associates Wealth Consulting Inc.’s investment portfolio, making the stock its 7th largest holding. Boyce & Associates Wealth Consulting Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $5,915,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Townsend Asset Management Corp NC ADV raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.2% in the second quarter. Townsend Asset Management Corp NC ADV now owns 36,611 shares of the company’s stock worth $898,000 after buying an additional 436 shares during the last quarter. Mather Group LLC. raised its stake in Schwab Fundamental U.S. Large Company ETF by 2.9% in the 2nd quarter. Mather Group LLC. now owns 16,680 shares of the company’s stock worth $409,000 after acquiring an additional 468 shares during the last quarter. Valley National Advisers Inc. raised its stake in Schwab Fundamental U.S. Large Company ETF by 0.9% in the 3rd quarter. Valley National Advisers Inc. now owns 50,998 shares of the company’s stock worth $1,341,000 after acquiring an additional 474 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its position in Schwab Fundamental U.S. Large Company ETF by 2.0% during the 2nd quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 27,365 shares of the company’s stock worth $672,000 after acquiring an additional 546 shares during the period. Finally, Warner Financial Inc. grew its stake in Schwab Fundamental U.S. Large Company ETF by 0.5% during the 3rd quarter. Warner Financial Inc. now owns 113,713 shares of the company’s stock valued at $2,991,000 after purchasing an additional 546 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of FNDX stock opened at $27.44 on Friday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $27.57. The firm has a market capitalization of $21.74 billion, a PE ratio of 17.86 and a beta of 0.93. The stock’s 50-day simple moving average is $26.95 and its 200-day simple moving average is $25.98.

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.