Valmark Advisers Inc. grew its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 15.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 121,403 shares of the company’s stock after purchasing an additional 16,067 shares during the period. Valmark Advisers Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $3,381,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds also recently made changes to their positions in FNDX. Keenan LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at about $27,000. Resources Management Corp CT ADV bought a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at about $27,000. Ascentis Independent Advisors acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth approximately $28,000. Valued Wealth Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth approximately $30,000. Finally, Capital Investment Advisory Services LLC boosted its holdings 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 acquiring an additional 615 shares in the last quarter.
Schwab Fundamental U.S. Large Company ETF Stock Performance
Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $31.41 on Monday. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $24.27 and a 52 week high of $31.56. The stock has a 50 day moving average price of $30.87 and a two-hundred day moving average price of $29.27. The stock has a market capitalization of $26.23 billion, a PE ratio of 17.86 and a beta of 0.87.
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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