Keeler & Nadler Financial Planning & Wealth Management grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 47.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 584,694 shares of the company’s stock after purchasing an additional 188,666 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises approximately 5.1% of Keeler & Nadler Financial Planning & Wealth Management’s holdings, making the stock its 8th biggest holding. Keeler & Nadler Financial Planning & Wealth Management’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $18,400,000 as of its most recent filing with the SEC.
Other large investors have also made changes to their positions in the company. Choreo LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 19.4% in the third quarter. Choreo LLC now owns 10,416 shares of the company’s stock valued at $328,000 after buying an additional 1,696 shares in the last quarter. Shakespeare Wealth Management LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.8% during the third quarter. Shakespeare Wealth Management LLC now owns 168,757 shares of the company’s stock worth $5,311,000 after buying an additional 1,403 shares in the last quarter. D.A. Davidson & CO. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter worth approximately $1,493,000. Essential Investment Partners LLC raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 33.6% in the third quarter. Essential Investment Partners LLC now owns 33,808 shares of the company’s stock valued at $1,064,000 after acquiring an additional 8,499 shares during the last quarter. Finally, AMI Investment Management Inc. bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the third quarter valued at approximately $1,520,000.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of FNDX opened at $32.89 on Friday. The company has a market capitalization of $28.55 billion, a P/E ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a one year low of $25.87 and a one year high of $32.89. The business’s 50 day simple moving average is $32.31 and its 200-day simple moving average is $30.51.
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.
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