Go Invest LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 66,672 shares of the company’s stock, valued at approximately $2,098,000. Schwab Fundamental U.S. Large Company ETF makes up about 0.4% of Go Invest LLC’s investment portfolio, making the stock its 11th biggest holding.
Other large investors have also made changes to their positions in the company. Integrity Investment Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter worth about $484,000. Capital Advantage Inc. lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 19.6% during the 2nd quarter. Capital Advantage Inc. now owns 214,467 shares of the company’s stock valued at $6,670,000 after purchasing an additional 35,081 shares in the last quarter. Prairiewood Capital LLC grew its position in shares of Schwab Fundamental U.S. Large Company ETF by 5.0% in the 1st quarter. Prairiewood Capital LLC now owns 1,914,777 shares of the company’s stock valued at $53,327,000 after purchasing an additional 90,716 shares during the period. BFI Wealth Solutions LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at approximately $6,523,000. Finally, Certified Advisory Corp increased its stake in Schwab Fundamental U.S. Large Company ETF by 5.5% during the 1st quarter. Certified Advisory Corp now owns 882,278 shares of the company’s stock worth $24,571,000 after purchasing an additional 45,724 shares in the last quarter.
Schwab Fundamental U.S. Large Company ETF Stock Performance
Shares of FNDX stock opened at $32.09 on Friday. The company has a market capitalization of $27.68 billion, a P/E ratio of 17.86 and a beta of 0.88. The company’s 50 day moving average price is $32.25 and its two-hundred day moving average price is $30.98. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $25.67 and a 52 week high of $32.85.
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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