Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $2.64 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.7% during the second quarter, according to its most recent filing with the SEC. The firm owned 107,688 shares of the company’s stock after purchasing an additional 5,799 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $2,643,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Woodside Wealth Management LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $25,000. Bridge Generations Wealth Management LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF by 171.2% in the first quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after buying an additional 738 shares during the period. Key Financial Inc lifted its stake in Schwab Fundamental U.S. Large Company ETF by 79.5% in the first quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after buying an additional 596 shares during the period. Dagco Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $33,000. Finally, JFS Wealth Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $44,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of FNDX opened at $26.52 on Friday. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $20.41 and a 52-week high of $26.66. The business’s 50 day moving average price is $25.64 and its two-hundred day moving average price is $24.30. The firm has a market cap of $20.63 billion, a PE ratio of 17.86 and a beta of 1.00.

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.