Journey Advisory Group LLC Has $6.46 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

Journey Advisory Group LLC reduced its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 10.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 232,093 shares of the company’s stock after selling 26,250 shares during the quarter. Journey Advisory Group LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $6,464,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. TradeWell Securities LLC. acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth about $346,153,000. Keybank National Association OH lifted its stake in Schwab Fundamental U.S. Large Company ETF by 32,896.7% in the 4th quarter. Keybank National Association OH now owns 8,291,741 shares of the company’s stock valued at $225,618,000 after purchasing an additional 8,266,612 shares during the last quarter. Captrust Financial Advisors lifted its stake in Schwab Fundamental U.S. Large Company ETF by 25.7% in the 4th quarter. Captrust Financial Advisors now owns 21,393,347 shares of the company’s stock valued at $582,113,000 after purchasing an additional 4,370,263 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in Schwab Fundamental U.S. Large Company ETF by 1.0% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 413,443,221 shares of the company’s stock worth $11,249,790,000 after purchasing an additional 4,241,879 shares during the period. Finally, Bank of New York Mellon Corp grew its holdings in Schwab Fundamental U.S. Large Company ETF by 3,064.0% during the fourth quarter. Bank of New York Mellon Corp now owns 2,528,667 shares of the company’s stock worth $68,805,000 after purchasing an additional 2,448,747 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.1%

Shares of NYSEARCA FNDX opened at $31.48 on Thursday. The business’s 50 day moving average price is $30.94 and its two-hundred day moving average price is $29.35. The company has a market cap of $26.31 billion, a PE ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $24.27 and a twelve month high of $31.61.

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.