Nicholas Hoffman & Company LLC. Increases Stock Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Nicholas Hoffman & Company LLC. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 449,824 shares of the company’s stock after buying an additional 24,059 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 0.3% of Nicholas Hoffman & Company LLC.’s investment portfolio, making the stock its 22nd largest position. Nicholas Hoffman & Company LLC. owned 0.05% of Schwab Fundamental U.S. Large Company ETF worth $12,528,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Keenan LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth about $27,000. Resources Management Corp CT ADV purchased a new position in Schwab Fundamental U.S. Large Company ETF during the 4th quarter valued at $27,000. Ascentis Independent Advisors bought a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $28,000. Capital Investment Advisory Services LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 82.8% in the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after purchasing an additional 615 shares during the period. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth $39,000.

Schwab Fundamental U.S. Large Company ETF Trading Down 0.1%

NYSEARCA FNDX opened at $31.34 on Wednesday. The stock has a market cap of $26.15 billion, a PE ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $24.27 and a 12 month high of $31.56. The company’s 50-day moving average price is $30.77 and its 200-day moving average price is $29.18.

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.