Wealth Advisory Team LLC Makes New Investment in Schwab Fundamental U.S. Large Company ETF $FNDX

Wealth Advisory Team LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDXFree Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 27,466 shares of the company’s stock, valued at approximately $747,000. Schwab Fundamental U.S. Large Company ETF accounts for 0.7% of Wealth Advisory Team LLC’s holdings, making the stock its 22nd largest position.

A number of other hedge funds also recently bought and sold shares of FNDX. Capital Investment Advisory Services LLC lifted its holdings in Schwab Fundamental U.S. Large Company ETF by 82.8% during the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after buying an additional 615 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth $39,000. Bogart Wealth LLC lifted its holdings in Schwab Fundamental U.S. Large Company ETF by 91.5% during the third quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock worth $43,000 after buying an additional 777 shares during the period. First Command Advisory Services Inc. purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the third quarter worth $43,000. Finally, Fifth Third Bancorp purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the third quarter worth $44,000.

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

Schwab Fundamental U.S. Large Company ETF stock opened at $30.58 on Friday. The business has a fifty day moving average of $28.80 and a two-hundred day moving average of $28.07. The firm has a market cap of $26.34 billion, a P/E ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $23.18 and a twelve month high of $30.68.

About Schwab Fundamental U.S. Large Company ETF

(Free Report)

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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Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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