Schwab Fundamental U.S. Large Company ETF $FNDX Stake Lifted by Kelman Lazarov Inc.

Kelman Lazarov Inc. lifted its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 2.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,334,201 shares of the company’s stock after purchasing an additional 53,911 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up 9.3% of Kelman Lazarov Inc.’s investment portfolio, making the stock its biggest holding. Kelman Lazarov Inc. owned about 0.31% of Schwab Fundamental U.S. Large Company ETF worth $57,281,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in FNDX. Woodside Wealth Management LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $25,000. Bridge Generations Wealth Management LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 171.2% in the 1st 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 during the period. Key Financial Inc boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 79.5% in the 1st quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after purchasing an additional 596 shares during the period. Dagco Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $33,000. Finally, JFS Wealth Advisors LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $44,000.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.6%

Schwab Fundamental U.S. Large Company ETF stock opened at $26.21 on Friday. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $20.41 and a twelve month high of $26.66. The stock has a 50 day moving average of $25.93 and a two-hundred day moving average of $24.48. The stock has a market capitalization of $20.65 billion, a price-to-earnings 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.