Appleton Partners Inc. MA Lowers Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Appleton Partners Inc. MA trimmed its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 31,450 shares of the company’s stock after selling 1,812 shares during the period. Appleton Partners Inc. MA’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $772,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Boulay Financial Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 36.1% during the second quarter. Boulay Financial Advisors LLC now owns 8,538,518 shares of the company’s stock worth $195,005,000 after buying an additional 2,266,989 shares during the period. McAdam LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.3% during the second quarter. McAdam LLC now owns 8,268,173 shares of the company’s stock worth $202,901,000 after buying an additional 182,584 shares during the period. Ameriprise Financial Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 31.9% during the first quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock worth $183,321,000 after buying an additional 1,878,599 shares during the period. Steele Capital Management Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 1.3% during the first quarter. Steele Capital Management Inc. now owns 6,054,706 shares of the company’s stock worth $142,952,000 after buying an additional 75,461 shares during the period. Finally, Glassman Wealth Services boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 0.7% during the first quarter. Glassman Wealth Services now owns 4,546,703 shares of the company’s stock worth $107,348,000 after buying an additional 31,941 shares during the period.

Schwab Fundamental U.S. Large Company ETF Price Performance

FNDX opened at $26.52 on Tuesday. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $20.41 and a 52 week high of $26.66. The business has a fifty day simple moving average of $25.67 and a 200-day simple moving average of $24.33. The firm has a market cap of $20.64 billion, a P/E ratio of 17.86 and a beta of 1.00.

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.