Schwab Fundamental U.S. Large Company ETF $FNDX Stock Acquired by Succession Financial Inc.

Succession Financial Inc. increased its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 75.7% during the third quarter, Holdings Channel.com reports. The fund owned 218,205 shares of the company’s stock after acquiring an additional 94,014 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 6.6% of Succession Financial Inc.’s investment portfolio, making the stock its 4th largest position. Succession Financial Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $6,867,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Capital Advantage Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 19.6% during the 2nd quarter. Capital Advantage Inc. now owns 214,467 shares of the company’s stock valued at $6,670,000 after purchasing an additional 35,081 shares in the last quarter. Prairiewood Capital LLC grew its stake in shares of Schwab Fundamental U.S. Large Company ETF by 5.0% in the 1st quarter. Prairiewood Capital LLC now owns 1,914,777 shares of the company’s stock worth $53,327,000 after purchasing an additional 90,716 shares during the last quarter. InTrack Investment Management Inc raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 321.1% in the 2nd quarter. InTrack Investment Management Inc now owns 61,589 shares of the company’s stock worth $1,915,000 after purchasing an additional 46,962 shares in the last quarter. Avidian Wealth Enterprises LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth approximately $3,013,000. Finally, BFI Wealth Solutions LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth approximately $6,523,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

FNDX stock opened at $32.36 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $25.75 and a 12 month high of $32.85. The firm has a market cap of $27.97 billion, a PE ratio of 17.86 and a beta of 0.88. The firm has a 50 day simple moving average of $32.27 and a 200 day simple moving average of $31.07.

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.