Schwab Fundamental U.S. Large Company ETF $FNDX Position Cut by Solitude Financial Services

Solitude Financial Services lowered its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 918,407 shares of the company’s stock after selling 20,672 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up approximately 8.2% of Solitude Financial Services’ portfolio, making the stock its 5th biggest position. Solitude Financial Services owned approximately 0.11% of Schwab Fundamental U.S. Large Company ETF worth $24,990,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Berman McAleer LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter worth approximately $25,914,000. Corient Private Wealth LLC raised its position in Schwab Fundamental U.S. Large Company ETF by 93.6% in the 2nd quarter. Corient Private Wealth LLC now owns 1,819,924 shares of the company’s stock valued at $44,661,000 after purchasing an additional 879,651 shares during the last quarter. Richardson Capital Management LLC boosted its stake in Schwab Fundamental U.S. Large Company ETF by 409,338.5% during the 3rd quarter. Richardson Capital Management LLC now owns 872,104 shares of the company’s stock worth $22,936,000 after purchasing an additional 871,891 shares during the period. Captrust Financial Advisors boosted its stake in Schwab Fundamental U.S. Large Company ETF by 5.0% during the 2nd quarter. Captrust Financial Advisors now owns 16,304,295 shares of the company’s stock worth $400,106,000 after purchasing an additional 771,493 shares during the period. Finally, EP Wealth Advisors LLC grew its position in Schwab Fundamental U.S. Large Company ETF by 664.5% during the 2nd quarter. EP Wealth Advisors LLC now owns 574,387 shares of the company’s stock worth $14,095,000 after purchasing an additional 499,259 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA FNDX opened at $27.31 on Tuesday. The firm has a market cap of $22.63 billion, a PE ratio of 17.86 and a beta of 0.93. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $29.37. The firm’s fifty day moving average is $28.44 and its two-hundred day moving average is $27.41.

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.