Blair William & Co. IL boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 2.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,313 shares of the company’s stock after buying an additional 610 shares during the quarter. Blair William & Co. IL’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $645,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds also recently modified their holdings of the company. Woodside Wealth Management LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $25,000. Bridge Generations Wealth Management LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 171.2% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after purchasing an additional 738 shares in the last quarter. Key Financial Inc lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 79.5% in the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after purchasing an additional 596 shares in the last quarter. Pinney & Scofield Inc. purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at about $33,000. Finally, JFS Wealth Advisors LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $44,000.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of NYSEARCA FNDX opened at $24.90 on Monday. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $20.41 and a 12-month high of $25.22. The company has a market capitalization of $18.89 billion, a PE ratio of 17.86 and a beta of 1.00. The firm’s 50-day moving average is $24.53 and its two-hundred day moving average is $23.88.
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.
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