Williams Financial LLC Acquires 21,826 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX

Williams Financial LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 553,422 shares of the company’s stock after purchasing an additional 21,826 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up approximately 8.9% of Williams Financial LLC’s portfolio, making the stock its 3rd largest holding. Williams Financial LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $17,211,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Keenan LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth approximately $27,000. Resources Management Corp CT ADV acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at $27,000. Ascentis Independent Advisors acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth about $28,000. Valued Wealth Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the first quarter worth approximately $30,000. Finally, Signature Resources Capital Management LLC grew its stake in Schwab Fundamental U.S. Large Company ETF by 161.1% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock worth $37,000 after acquiring an additional 812 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX stock opened at $32.56 on Thursday. The company has a 50 day moving average price of $31.88 and a two-hundred day moving average price of $30.33. The stock has a market capitalization of $27.49 billion, a P/E ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a one year low of $25.55 and a one year high of $32.85.

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.