Everest Financial Group LLC Purchases New Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Everest Financial Group LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDXFree Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 19,327 shares of the company’s stock, valued at approximately $538,000.

A number of other hedge funds also recently bought and sold shares of the business. Keenan LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at $27,000. Resources Management Corp CT ADV acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth about $27,000. Ascentis Independent Advisors purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth approximately $28,000. Valued Wealth Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter valued at approximately $30,000. Finally, Capital Investment Advisory Services LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock valued at $37,000 after acquiring an additional 615 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of FNDX stock opened at $31.52 on Monday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $24.27 and a fifty-two week high of $31.78. The stock’s fifty day moving average is $31.10 and its two-hundred day moving average is $29.55. The firm has a market capitalization of $26.53 billion, a P/E ratio of 17.86 and a beta of 0.87.

Schwab Fundamental U.S. Large Company ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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