Schwab Fundamental U.S. Large Company ETF $FNDX Stock Position Decreased by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC lessened its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 933,529 shares of the company’s stock after selling 18,021 shares during the period. Bartlett & CO. Wealth Management LLC owned 0.11% of Schwab Fundamental U.S. Large Company ETF worth $25,401,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of FNDX. Midland Wealth Advisors LLC grew its stake in Schwab Fundamental U.S. Large Company ETF by 0.6% during the 3rd quarter. Midland Wealth Advisors LLC now owns 66,619 shares of the company’s stock worth $1,752,000 after buying an additional 397 shares during the last quarter. Atlantic Union Bankshares Corp grew its position in Schwab Fundamental U.S. Large Company ETF by 6.5% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 6,724 shares of the company’s stock worth $177,000 after purchasing an additional 412 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its position in Schwab Fundamental U.S. Large Company ETF by 2.1% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 20,597 shares of the company’s stock worth $542,000 after purchasing an additional 420 shares during the last quarter. Valley National Advisers Inc. grew its position 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 purchasing an additional 474 shares during the last quarter. Finally, Nabity Jensen Investment Management Inc grew its position in Schwab Fundamental U.S. Large Company ETF by 1.5% in the 3rd quarter. Nabity Jensen Investment Management Inc now owns 36,025 shares of the company’s stock worth $947,000 after purchasing an additional 518 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Down 0.5%

NYSEARCA FNDX opened at $28.65 on Friday. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $21.35 and a 52 week high of $29.37. The stock has a market cap of $24.48 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The company has a 50-day moving average price of $28.44 and a two-hundred day moving average price of $27.53.

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.