BCS Wealth Management boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 13.2% in the third quarter, Holdings Channel reports. The firm owned 317,023 shares of the company’s stock after purchasing an additional 36,919 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises about 1.8% of BCS Wealth Management’s portfolio, making the stock its 10th biggest holding. BCS Wealth Management’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $9,977,000 at the end of the most recent quarter.
A number of other institutional investors also recently added to or reduced their stakes in the stock. Next Level Wealth Planning LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth approximately $26,000. Ascentis Independent Advisors acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $28,000. Richards Merrill & Peterson Inc. acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $40,000. Signature Resources Capital Management LLC boosted its stake in Schwab Fundamental U.S. Large Company ETF by 161.1% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock valued at $37,000 after buying an additional 812 shares in the last quarter. Finally, Scarborough Advisors LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at $54,000.
Schwab Fundamental U.S. Large Company ETF Price Performance
Shares of NYSEARCA:FNDX opened at $32.10 on Monday. The business’s fifty day moving average price is $32.32 and its two-hundred day moving average price is $30.64. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.87 and a fifty-two week high of $33.38. The stock has a market capitalization of $28.01 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.
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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