BlueStem Wealth Partners LLC Grows Stock Position in Schwab Fundamental U.S. Large Company ETF $FNDX

BlueStem Wealth Partners LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,966,144 shares of the company’s stock after acquiring an additional 68,756 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises 5.9% of BlueStem Wealth Partners LLC’s investment portfolio, making the stock its 5th biggest position. BlueStem Wealth Partners LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $53,499,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Capital Investment Advisory Services LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after buying an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth approximately $39,000. First Command Advisory Services Inc. bought a new stake in Schwab Fundamental U.S. Large Company ETF during the third quarter worth approximately $43,000. Fifth Third Bancorp bought a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 3rd quarter valued at approximately $44,000. Finally, LGT Financial Advisors LLC increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 11,188.2% during the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock valued at $50,000 after purchasing an additional 1,902 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA FNDX opened at $30.29 on Wednesday. The company has a market cap of $26.09 billion, a P/E ratio of 17.86 and a beta of 0.88. The business’s 50 day moving average price is $28.91 and its 200-day moving average price is $28.15. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $23.18 and a fifty-two week high of $30.68.

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.