Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Solitude Financial Services

Solitude Financial Services reduced its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 2.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 918,407 shares of the company’s stock after selling 20,672 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for 8.2% of Solitude Financial Services’ investment portfolio, making the stock its 5th biggest holding. Solitude Financial Services’ holdings in Schwab Fundamental U.S. Large Company ETF were worth $24,990,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the stock. Burk Holdings LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $489,000. Capital Advantage Inc. lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 48.2% in the 4th quarter. Capital Advantage Inc. now owns 149,125 shares of the company’s stock worth $4,058,000 after acquiring an additional 48,529 shares during the period. AlphaCore Capital LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 5.9% in the 3rd quarter. AlphaCore Capital LLC now owns 3,596,691 shares of the company’s stock worth $94,593,000 after acquiring an additional 200,122 shares during the period. Blueprint Investment Partners LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 28.4% in the third quarter. Blueprint Investment Partners LLC now owns 194,577 shares of the company’s stock valued at $5,117,000 after acquiring an additional 43,090 shares in the last quarter. Finally, Boyce & Associates Wealth Consulting Inc. boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 23.8% in the third quarter. Boyce & Associates Wealth Consulting Inc. now owns 224,918 shares of the company’s stock valued at $5,915,000 after acquiring an additional 43,207 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Down 0.3%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $27.31 on Tuesday. The firm has a market cap of $22.63 billion, a price-to-earnings ratio of 17.86 and a beta of 0.93. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $20.41 and a 52-week high of $29.37. The company’s 50-day simple moving average is $28.44 and its 200-day simple moving average is $27.41.

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.