42,631 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Purchased by Millstone Evans Group LLC

Millstone Evans Group LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 42,631 shares of the company’s stock, valued at approximately $1,160,000. Schwab Fundamental U.S. Large Company ETF comprises approximately 0.7% of Millstone Evans Group LLC’s holdings, making the stock its 26th largest holding.

Several other hedge funds have also added to or reduced their stakes in FNDX. Burk Holdings LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 3rd quarter valued at about $489,000. Blueprint Investment Partners LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF by 28.4% in the 3rd quarter. Blueprint Investment Partners LLC now owns 194,577 shares of the company’s stock worth $5,117,000 after purchasing an additional 43,090 shares in the last quarter. AlphaCore Capital LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 5.9% during the 3rd quarter. AlphaCore Capital LLC now owns 3,596,691 shares of the company’s stock worth $94,593,000 after purchasing an additional 200,122 shares during the last quarter. Capital Advantage Inc. grew its position in shares of Schwab Fundamental U.S. Large Company ETF by 48.2% in the fourth quarter. Capital Advantage Inc. now owns 149,125 shares of the company’s stock valued at $4,058,000 after purchasing an additional 48,529 shares in the last quarter. Finally, BCS Wealth Management increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 22.2% in the third quarter. BCS Wealth Management now owns 178,274 shares of the company’s stock valued at $4,689,000 after purchasing an additional 32,377 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $29.89 on Tuesday. The business’s 50 day moving average price is $28.57 and its 200 day moving average price is $27.85. The company has a market cap of $25.74 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a one year low of $22.83 and a one year high of $30.24.

Schwab Fundamental U.S. Large Company ETF Company 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.