Asset Planning Corporation Has $1.08 Million Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Asset Planning Corporation trimmed its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 20.8% in the second quarter, Holdings Channel reports. The fund owned 44,014 shares of the company’s stock after selling 11,564 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for about 0.6% of Asset Planning Corporation’s portfolio, making the stock its 25th biggest position. Asset Planning Corporation’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,080,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of FNDX. Woodside Wealth Management LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at about $25,000. Bridge Generations Wealth Management LLC boosted 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 buying an additional 738 shares during the period. Key Financial Inc increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 79.5% during the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock worth $32,000 after acquiring an additional 596 shares in the last quarter. Dagco Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter worth $33,000. Finally, JFS Wealth Advisors LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $44,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX stock opened at $26.52 on Tuesday. The stock has a 50-day moving average price of $25.67 and a two-hundred day moving average price of $24.33. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $20.41 and a 1 year high of $26.66. The stock has a market cap of $20.64 billion, a PE ratio of 17.86 and a beta of 1.00.

About Schwab Fundamental U.S. Large Company ETF

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.