Atria Wealth Solutions Inc. Lowers Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Atria Wealth Solutions Inc. decreased its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 43.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,951 shares of the company’s stock after selling 19,563 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $638,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in FNDX. Boulay Financial Advisors LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $140,067,000. Ameriprise Financial Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 31.9% in the first quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after purchasing an additional 1,878,599 shares during the period. Belpointe Asset Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $29,957,000. Fortis Capital Advisors LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter worth approximately $29,957,000. Finally, PTM Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter worth approximately $27,418,000.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.6%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $26.21 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 company has a 50 day moving average of $25.93 and a 200 day moving average of $24.48. The company has a market capitalization of $20.65 billion, a P/E ratio of 17.86 and a beta of 1.00.

About Schwab Fundamental U.S. Large Company ETF

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.