Boyce & Associates Wealth Consulting Inc. raised its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 12.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 272,866 shares of the company’s stock after purchasing an additional 29,626 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 5.2% of Boyce & Associates Wealth Consulting Inc.’s investment portfolio, making the stock its 3rd biggest position. Boyce & Associates Wealth Consulting Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $8,587,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. Keenan LLC bought a new position in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth $27,000. Ascentis Independent Advisors bought a new stake in Schwab Fundamental U.S. Large Company ETF during the first quarter valued at $28,000. Valued Wealth Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth about $30,000. Signature Resources Capital Management LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 161.1% during the 1st quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock worth $37,000 after acquiring an additional 812 shares during the period. Finally, Hanson & Doremus Investment Management acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth about $45,000.
Schwab Fundamental U.S. Large Company ETF Trading Up 0.2%
FNDX stock opened at $32.36 on Wednesday. The stock has a 50-day moving average price of $32.27 and a 200-day moving average price of $31.07. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $25.75 and a 1-year high of $32.85. The firm has a market cap of $27.97 billion, a PE ratio of 17.86 and a beta of 0.88.
Schwab Fundamental U.S. Large Company ETF 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.
Featured Stories
- Five stocks we like better than Schwab Fundamental U.S. Large Company ETF
- A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be?
- Could T-Mobile’s Satellite Competition Fears Create a Buying Opportunity?
- Surgical Precision, Sustainable Returns: Johnson & Johnson Secures Its Cash Flow Runway
- Tesla’s Robotaxi Lands in Paris—But Europe’s Real Fight Is Over Cheap EVs
Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report).
Receive News & Ratings for Schwab Fundamental U.S. Large Company ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Large Company ETF and related companies with MarketBeat.com's FREE daily email newsletter.
