Schwab Fundamental U.S. Large Company ETF $FNDX Stock Acquired by RFG Bristol Wealth Advisors LLC

RFG Bristol Wealth Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 18.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 190,173 shares of the company’s stock after buying an additional 30,256 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for about 1.4% of RFG Bristol Wealth Advisors LLC’s investment portfolio, making the stock its 20th largest position. RFG Bristol Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $5,985,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also bought and sold shares of FNDX. Wedmont Private Capital grew its position in Schwab Fundamental U.S. Large Company ETF by 5.9% in the third quarter. Wedmont Private Capital now owns 39,759 shares of the company’s stock valued at $1,276,000 after acquiring an additional 2,232 shares during the period. Breakwater Capital Group boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 13.0% in the 3rd quarter. Breakwater Capital Group now owns 368,368 shares of the company’s stock valued at $11,593,000 after purchasing an additional 42,241 shares in the last quarter. Chapin Davis Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at $236,000. Go Invest LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth about $2,098,000. Finally, Diversified Management Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth about $1,614,000.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.2%

Shares of Schwab Fundamental U.S. Large Company ETF stock traded up $0.07 during mid-day trading on Friday, reaching $32.16. 3,655,768 shares of the stock were exchanged, compared to its average volume of 4,489,236. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $25.67 and a fifty-two week high of $32.85. The company has a market cap of $27.74 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. The firm has a 50-day simple moving average of $32.25 and a 200 day simple moving average of $30.98.

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.