Walkner Condon Financial Advisors LLC increased its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 26.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 14,556 shares of the company’s stock after purchasing an additional 3,000 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $357,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Boulay Financial Advisors LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at $140,067,000. Envestnet Asset Management Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 67.9% during the second quarter. Envestnet Asset Management Inc. now owns 6,394,055 shares of the company’s stock valued at $156,910,000 after buying an additional 2,585,828 shares in the last quarter. Ameriprise Financial Inc. raised its position in Schwab Fundamental U.S. Large Company ETF by 31.9% during the first quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after buying an additional 1,878,599 shares during the period. Belpointe Asset Management LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF in the 1st quarter worth about $29,957,000. Finally, Fortis Capital Advisors LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF in the 1st quarter worth about $29,957,000.
Schwab Fundamental U.S. Large Company ETF Trading Up 0.5%
Shares of NYSEARCA FNDX opened at $26.50 on Friday. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $26.97. The business has a 50-day moving average price of $26.27 and a two-hundred day moving average price of $24.97. The firm has a market capitalization of $20.99 billion, a PE ratio of 17.86 and a beta of 0.93.
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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