17,865 Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Everest Financial Group LLC

Everest Financial Group LLC grew its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 95.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 36,631 shares of the company’s stock after acquiring an additional 17,865 shares during the quarter. Everest Financial Group LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,153,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Keybank National Association OH purchased a new position in Schwab Fundamental U.S. Large Company ETF in the third quarter valued at approximately $514,095,000. Steele Capital Management Inc. purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $202,347,000. Quadrant Capital Group LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $86,453,000. Lee Financial Co acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 3rd quarter valued at $69,182,000. Finally, True North Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at $57,756,000.

Schwab Fundamental U.S. Large Company ETF Trading Down 0.4%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $32.91 on Friday. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $25.87 and a twelve month high of $33.38. The stock has a market cap of $28.75 billion, a price-to-earnings ratio of 18.57 and a beta of 0.88. The company has a fifty day moving average price of $32.35 and a 200 day moving average price of $30.74.

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.