Monetary Solutions Ltd acquired a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 27,916 shares of the company’s stock, valued at approximately $760,000. Schwab Fundamental U.S. Large Company ETF comprises about 0.7% of Monetary Solutions Ltd’s investment portfolio, making the stock its 23rd biggest position.
A number of other institutional investors also recently bought and sold shares of FNDX. Howe & Rusling Inc. raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.4% in the fourth quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock worth $737,000 after buying an additional 381 shares during the last quarter. Legacy Financial Strategies LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% during the fourth quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock worth $1,001,000 after buying an additional 385 shares during the period. Midland Wealth Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.6% during the third quarter. Midland Wealth Advisors LLC now owns 66,619 shares of the company’s stock valued at $1,752,000 after buying an additional 397 shares during the last quarter. Godsey & Gibb Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6.2% during the fourth quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock valued at $185,000 after buying an additional 399 shares during the last quarter. Finally, Assetmark Inc. increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock valued at $420,000 after acquiring an additional 408 shares during the period.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of FNDX stock opened at $31.05 on Friday. The firm has a market capitalization of $26.74 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87. The business has a fifty day moving average of $30.25 and a 200 day moving average of $28.83. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $23.89 and a 1 year high of $31.56.
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.
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