32,979 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Purchased by Platt Wealth Management LLC

Platt Wealth Management LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 32,979 shares of the company’s stock, valued at approximately $897,000. Schwab Fundamental U.S. Large Company ETF comprises 0.9% of Platt Wealth Management LLC’s portfolio, making the stock its 22nd biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Capital Investment Advisory Services LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 82.8% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock valued at $37,000 after purchasing an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at about $39,000. First Command Advisory Services Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at about $43,000. Fifth Third Bancorp acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at about $44,000. Finally, LGT Financial Advisors LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock valued at $50,000 after purchasing an additional 1,902 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

NYSEARCA:FNDX opened at $30.82 on Friday. The firm has a market capitalization of $26.54 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The company’s 50-day moving average is $29.05 and its two-hundred day moving average is $28.22. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.18 and a 1-year high of $30.88.

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.