Bridge Generations Wealth Management LLC Has $28,000 Stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Bridge Generations Wealth Management LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDXFree Report) by 171.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,169 shares of the company’s stock after buying an additional 738 shares during the quarter. Bridge Generations Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $28,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of FNDX. IAG Wealth Partners LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 200.0% during the 4th quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock valued at $26,000 after purchasing an additional 740 shares in the last quarter. Oarsman Capital Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at approximately $32,000. Pinney & Scofield Inc. bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth approximately $33,000. Tidemark LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 201.8% in the 4th quarter. Tidemark LLC now owns 1,799 shares of the company’s stock valued at $43,000 after acquiring an additional 1,203 shares in the last quarter. Finally, JFS Wealth Advisors LLC bought a new position in Schwab Fundamental U.S. Large Company ETF during the first quarter worth $44,000.

Schwab Fundamental U.S. Large Company ETF Trading Down 0.5%

NYSEARCA:FNDX opened at $24.91 on Friday. The firm has a fifty day simple moving average of $24.01 and a two-hundred day simple moving average of $23.76. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $20.41 and a 12 month high of $25.17. The stock has a market capitalization of $18.87 billion, a price-to-earnings ratio of 17.86 and a beta of 1.00.

Schwab Fundamental U.S. Large Company ETF Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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