46,782 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Purchased by Ballast Financial Advisors LLC

Ballast Financial Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDXFree Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 46,782 shares of the company’s stock, valued at approximately $1,273,000. Schwab Fundamental U.S. Large Company ETF makes up about 1.3% of Ballast Financial Advisors LLC’s portfolio, making the stock its 19th biggest holding.

Several other institutional investors also recently bought and sold shares of the company. Charles Schwab Investment Management Inc. boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 1.0% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 413,443,221 shares of the company’s stock worth $11,249,790,000 after buying an additional 4,241,879 shares during the last quarter. Captrust Financial Advisors boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 25.7% in the 4th quarter. Captrust Financial Advisors now owns 21,393,347 shares of the company’s stock worth $582,113,000 after buying an additional 4,370,263 shares during the last quarter. TradeWell Securities LLC. acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth about $346,153,000. Boulay Financial Advisors LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF by 4.0% in the 4th quarter. Boulay Financial Advisors LLC now owns 9,126,260 shares of the company’s stock worth $248,326,000 after purchasing an additional 353,656 shares in the last quarter. Finally, Keybank National Association OH boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 32,896.7% during the 4th quarter. Keybank National Association OH now owns 8,291,741 shares of the company’s stock worth $225,618,000 after purchasing an additional 8,266,612 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

FNDX stock opened at $30.92 on Thursday. The business has a 50 day simple moving average of $30.20 and a 200-day simple moving average of $28.80. The firm has a market capitalization of $26.63 billion, a PE ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $23.89 and a 1 year high of $31.56.

About Schwab Fundamental U.S. Large Company ETF

(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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