Independent Financial Group LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 21,548 shares of the company’s stock, valued at approximately $600,000.
A number of other large investors have also recently bought and sold shares of FNDX. Belpointe Asset Management LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 3.1% during the fourth quarter. Belpointe Asset Management LLC now owns 1,345,095 shares of the company’s stock worth $36,600,000 after purchasing an additional 40,963 shares during the last quarter. BCS Wealth Management increased its stake in Schwab Fundamental U.S. Large Company ETF by 163.4% in the 4th quarter. BCS Wealth Management now owns 469,554 shares of the company’s stock valued at $12,777,000 after buying an additional 291,280 shares during the last quarter. Williams Financial LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at $14,741,000. Millstone Evans Group LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth about $1,160,000. Finally, Csenge Advisory Group lifted its position in Schwab Fundamental U.S. Large Company ETF by 87.7% during the 4th quarter. Csenge Advisory Group now owns 76,281 shares of the company’s stock worth $2,076,000 after buying an additional 35,646 shares in the last quarter.
Schwab Fundamental U.S. Large Company ETF Price Performance
Schwab Fundamental U.S. Large Company ETF stock opened at $31.61 on Thursday. The firm has a 50-day moving average of $31.06 and a 200-day moving average of $29.50. Schwab Fundamental U.S. Large Company ETF has a one year low of $24.27 and a one year high of $31.78. The company has a market cap of $26.51 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.
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.
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