RFG Bristol Wealth Advisors LLC grew its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 23.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 156,749 shares of the company’s stock after acquiring an additional 29,812 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises approximately 1.2% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. RFG Bristol Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $4,365,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also modified their holdings of the company. Keenan LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 4th quarter valued at about $27,000. Resources Management Corp CT ADV purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at about $27,000. Ascentis Independent Advisors purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $28,000. Valued Wealth Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the first quarter worth about $30,000. Finally, Capital Investment Advisory Services LLC increased its position 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 purchasing an additional 615 shares during the last quarter.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of FNDX stock opened at $31.48 on Thursday. The firm’s 50-day moving average is $30.94 and its two-hundred day moving average is $29.35. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $24.27 and a 12 month high of $31.61. The company has a market capitalization of $26.31 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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