AlphaCore Capital LLC Has $94.59 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

AlphaCore Capital LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,596,691 shares of the company’s stock after purchasing an additional 200,122 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for about 3.2% of AlphaCore Capital LLC’s investment portfolio, making the stock its 3rd biggest holding. AlphaCore Capital LLC owned about 0.45% of Schwab Fundamental U.S. Large Company ETF worth $94,593,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of FNDX. Allworth Financial LP raised its position in shares of Schwab Fundamental U.S. Large Company ETF by 12.5% in the 2nd quarter. Allworth Financial LP now owns 173,319 shares of the company’s stock worth $4,253,000 after acquiring an additional 19,215 shares in the last quarter. Assetmark Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 269.0% during the second quarter. Assetmark Inc. now owns 15,350 shares of the company’s stock valued at $377,000 after purchasing an additional 11,190 shares in the last quarter. Blueprint Financial Advisors LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF in the second quarter worth $4,739,000. Boyce & Associates Wealth Consulting Inc. grew its stake in Schwab Fundamental U.S. Large Company ETF by 23.8% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 224,918 shares of the company’s stock worth $5,915,000 after purchasing an additional 43,207 shares during the period. Finally, BCS Wealth Management raised its holdings in Schwab Fundamental U.S. Large Company ETF by 22.2% in the third quarter. BCS Wealth Management now owns 178,274 shares of the company’s stock worth $4,689,000 after purchasing an additional 32,377 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.2%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $29.02 on Thursday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $20.41 and a 12 month high of $29.37. The firm has a market capitalization of $24.05 billion, a P/E ratio of 17.86 and a beta of 0.93. The business has a fifty day simple moving average of $28.22 and a two-hundred day simple moving average of $26.99.

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.