RFG Bristol Wealth Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 18.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 190,173 shares of the company’s stock after buying an additional 30,256 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up 1.4% of RFG Bristol Wealth Advisors LLC’s holdings, making the stock its 20th biggest holding. RFG Bristol Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $5,985,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. Keenan LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter worth about $27,000. Ascentis Independent Advisors bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter valued at approximately $28,000. Valued Wealth Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the first quarter valued at approximately $30,000. Signature Resources Capital Management LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 161.1% in the first quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock valued at $37,000 after purchasing an additional 812 shares in the last quarter. Finally, Hanson & Doremus Investment Management acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $45,000.
Schwab Fundamental U.S. Large Company ETF Stock Up 0.2%
FNDX stock traded up $0.07 during trading on Friday, hitting $32.16. The company had a trading volume of 3,655,768 shares, compared to its average volume of 4,489,236. The firm has a 50-day moving average price of $32.25 and a 200-day moving average price of $30.98. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $25.67 and a 12 month high of $32.85. The stock has a market cap of $27.74 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88.
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.
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Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report).
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