Values Added Financial LLC Grows Stock Holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Values Added Financial LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 8.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 49,704 shares of the company’s stock after acquiring an additional 3,900 shares during the period. Values Added Financial LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,174,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Dynamic Advisor Solutions LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at about $431,000. QRG Capital Management Inc. lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 29.5% during the first quarter. QRG Capital Management Inc. now owns 27,266 shares of the company’s stock worth $644,000 after purchasing an additional 6,214 shares in the last quarter. Janney Montgomery Scott LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 36.0% in the first quarter. Janney Montgomery Scott LLC now owns 28,991 shares of the company’s stock valued at $684,000 after purchasing an additional 7,679 shares during the period. Farther Finance Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 90.3% in the first quarter. Farther Finance Advisors LLC now owns 15,302 shares of the company’s stock valued at $361,000 after purchasing an additional 7,260 shares in the last quarter. Finally, Steward Partners Investment Advisory LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 204.1% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 30,639 shares of the company’s stock worth $726,000 after buying an additional 20,565 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.3%

Schwab Fundamental U.S. Large Company ETF stock opened at $24.89 on Thursday. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $20.41 and a 52-week high of $25.17. The firm has a market cap of $18.85 billion, a PE ratio of 17.86 and a beta of 0.94. The company’s 50 day moving average is $23.71 and its two-hundred day moving average is $23.71.

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.