Your Advocates Ltd. LLP grew its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 3.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 768,156 shares of the company’s stock after acquiring an additional 22,211 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for approximately 6.5% of Your Advocates Ltd. LLP’s investment portfolio, making the stock its 7th biggest holding. Your Advocates Ltd. LLP’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $21,393,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. Capital Investment Counsel LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% during the first quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after acquiring an additional 381 shares in the last quarter. Howe & Rusling Inc. lifted its stake in 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 acquiring an additional 381 shares during the period. Legacy Financial Strategies LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 1.1% in the fourth quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock valued at $1,001,000 after acquiring an additional 385 shares in the last quarter. Godsey & Gibb Inc. boosted 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 valued at $185,000 after acquiring an additional 399 shares in the last quarter. Finally, Assetmark Inc. increased its position in Schwab Fundamental U.S. Large Company ETF by 2.7% during the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock valued at $420,000 after purchasing an additional 408 shares during the period.
Schwab Fundamental U.S. Large Company ETF Trading Down 0.6%
Shares of NYSEARCA FNDX opened at $31.14 on Thursday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $24.27 and a 12 month high of $31.56. The firm has a market capitalization of $26.00 billion, a PE ratio of 17.86 and a beta of 0.87. The firm has a fifty day simple moving average of $30.80 and a two-hundred day simple moving average of $29.21.
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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