195,157 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Bought by Lido Advisors LLC

Lido Advisors LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the third quarter, Holdings Channel reports. The institutional investor bought 195,157 shares of the company’s stock, valued at approximately $6,142,000.

Several other hedge funds also recently modified their holdings of FNDX. Capital Advantage Inc. grew its stake in shares of 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 acquiring an additional 35,081 shares in the last quarter. InTrack Investment Management Inc raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 321.1% in the second quarter. InTrack Investment Management Inc now owns 61,589 shares of the company’s stock valued at $1,915,000 after purchasing an additional 46,962 shares during the last quarter. Stillwater Wealth Management Group raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 17.1% in the third quarter. Stillwater Wealth Management Group now owns 275,654 shares of the company’s stock valued at $8,675,000 after purchasing an additional 40,321 shares during the last quarter. Avidian Wealth Enterprises LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter valued at about $3,013,000. Finally, Wealthspire Retirement LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 22.5% during the first quarter. Wealthspire Retirement LLC now owns 954,774 shares of the company’s stock valued at $26,590,000 after purchasing an additional 175,175 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $32.91 on Friday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.87 and a fifty-two week high of $33.38. The stock has a market cap of $28.75 billion, a PE ratio of 18.57 and a beta of 0.87. The firm’s 50-day simple moving average is $32.35 and its 200 day simple moving average is $30.74.

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.