Schwab Fundamental U.S. Large Company ETF $FNDX Shares Acquired by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 932.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 104,223 shares of the company’s stock after purchasing an additional 94,125 shares during the period. Sax Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $2,836,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Bogart Wealth LLC raised its stake in Schwab Fundamental U.S. Large Company ETF by 91.5% during the third quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock valued at $43,000 after buying an additional 777 shares in the last quarter. First Command Advisory Services Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth approximately $43,000. Fifth Third Bancorp acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth approximately $44,000. Manning & Napier Advisors LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at approximately $50,000. Finally, LGT Financial Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock valued at $50,000 after acquiring an additional 1,902 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.1%

FNDX stock opened at $27.90 on Thursday. The stock’s 50 day simple moving average is $28.49 and its 200 day simple moving average is $27.37. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $20.41 and a 12-month high of $29.37. The firm has a market cap of $23.12 billion, a P/E ratio of 17.86 and a beta of 0.93.

Schwab Fundamental U.S. Large Company ETF 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.