Succession Financial Inc. raised its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 75.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 218,205 shares of the company’s stock after buying an additional 94,014 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up 6.6% of Succession Financial Inc.’s portfolio, making the stock its 4th biggest position. Succession Financial Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $6,867,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors also recently made changes to their positions in FNDX. Boyce & Associates Wealth Consulting Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 12.2% in the 3rd quarter. Boyce & Associates Wealth Consulting Inc. now owns 272,866 shares of the company’s stock worth $8,587,000 after acquiring an additional 29,626 shares during the period. Forvis Mazars Wealth Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the third quarter valued at approximately $284,000. Financial Planning Hawaii Inc. boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 12.7% in the third quarter. Financial Planning Hawaii Inc. now owns 54,428 shares of the company’s stock valued at $1,713,000 after acquiring an additional 6,132 shares in the last quarter. Compass Financial Group INC SD boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 208.1% in the third quarter. Compass Financial Group INC SD now owns 194,607 shares of the company’s stock valued at $6,124,000 after acquiring an additional 131,450 shares in the last quarter. Finally, Sax Wealth Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 19.9% during the third quarter. Sax Wealth Advisors LLC now owns 125,618 shares of the company’s stock valued at $3,953,000 after acquiring an additional 20,889 shares during the period.
Schwab Fundamental U.S. Large Company ETF Price Performance
NYSEARCA FNDX opened at $32.36 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $25.75 and a 12 month high of $32.85. The firm has a market capitalization of $27.97 billion, a PE ratio of 17.86 and a beta of 0.88. The company’s 50 day simple moving average is $32.27 and its 200 day simple moving average is $31.07.
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.
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