Schwab Fundamental U.S. Large Company ETF $FNDX Shares Bought by Solitude Financial Services

Solitude Financial Services increased its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 964,022 shares of the company’s stock after purchasing an additional 18,400 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up approximately 8.2% of Solitude Financial Services’ portfolio, making the stock its 5th biggest holding. Solitude Financial Services owned approximately 0.11% of Schwab Fundamental U.S. Large Company ETF worth $30,338,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of FNDX. Capital Advantage Inc. grew its stake in Schwab Fundamental U.S. Large Company ETF by 19.6% in the 2nd quarter. Capital Advantage Inc. now owns 214,467 shares of the company’s stock worth $6,670,000 after buying an additional 35,081 shares in the last quarter. InTrack Investment Management Inc increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 321.1% in the 2nd quarter. InTrack Investment Management Inc now owns 61,589 shares of the company’s stock worth $1,915,000 after buying an additional 46,962 shares during the last quarter. Avidian Wealth Enterprises LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth $3,013,000. Wealthspire Retirement LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 22.5% in the 1st quarter. Wealthspire Retirement LLC now owns 954,774 shares of the company’s stock worth $26,590,000 after buying an additional 175,175 shares during the last quarter. Finally, Resonant Capital Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 7.1% in the 1st quarter. Resonant Capital Advisors LLC now owns 1,465,255 shares of the company’s stock worth $40,807,000 after buying an additional 97,328 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $32.67 on Tuesday. The firm’s fifty day moving average price is $32.29 and its 200-day moving average price is $30.44. The stock has a market cap of $28.33 billion, a P/E ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.87 and a fifty-two week 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.