Valmark Advisers Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 15.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 121,403 shares of the company’s stock after acquiring an additional 16,067 shares during the period. Valmark Advisers Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $3,381,000 as of its most recent SEC filing.
Several other hedge funds have also recently made changes to their positions in the business. Capital Investment Counsel LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% in the 1st quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after purchasing an additional 381 shares during the period. Howe & Rusling Inc. grew its stake in Schwab Fundamental U.S. Large Company ETF by 1.4% during the fourth quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock worth $737,000 after purchasing an additional 381 shares during the period. Legacy Financial Strategies LLC grew its stake in 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 purchasing an additional 385 shares during the period. Godsey & Gibb Inc. increased its holdings in Schwab Fundamental U.S. Large Company ETF by 6.2% in the fourth quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock worth $185,000 after purchasing an additional 399 shares in the last quarter. Finally, Assetmark Inc. increased its holdings in Schwab Fundamental U.S. Large Company ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after purchasing an additional 408 shares in the last quarter.
Schwab Fundamental U.S. Large Company ETF Stock Performance
Shares of FNDX opened at $31.41 on Monday. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $24.27 and a 52-week high of $31.56. The business’s 50 day moving average price is $30.87 and its two-hundred day moving average price is $29.27. The firm has a market cap of $26.23 billion, a PE ratio of 17.86 and a beta of 0.87.
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.
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