Schwab Fundamental U.S. Large Company ETF $FNDX is Lowery Thomas LLC’s 4th Largest Position

Lowery Thomas LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.9% during the third quarter, according to its most recent filing with the SEC. The firm owned 371,865 shares of the company’s stock after purchasing an additional 20,596 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for about 5.6% of Lowery Thomas LLC’s portfolio, making the stock its 4th largest position. Lowery Thomas LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $9,780,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Paladin Advisory Group LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the second quarter valued at approximately $25,000. Bogart Wealth LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 91.5% during the 3rd quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock valued at $43,000 after acquiring an additional 777 shares in the last quarter. First Command Advisory Services Inc. purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $43,000. Fifth Third Bancorp purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $44,000. Finally, Manning & Napier Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth $50,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA FNDX opened at $29.07 on Monday. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $20.41 and a 1-year high of $29.37. The business has a fifty day moving average price of $28.12 and a 200 day moving average price of $26.92. The stock has a market capitalization of $24.09 billion, a P/E ratio of 17.86 and a beta of 0.93.

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.