Bartlett & CO. Wealth Management LLC cut its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 6.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 873,539 shares of the company’s stock after selling 59,990 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $26,110,000 as of its most recent filing with the SEC.
A number of other institutional investors and hedge funds have also made changes to their positions in FNDX. Keenan LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth about $27,000. Resources Management Corp CT ADV acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at about $27,000. Ascentis Independent Advisors purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at approximately $28,000. Valued Wealth Advisors LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at approximately $30,000. Finally, Capital Investment Advisory Services LLC raised its stake in Schwab Fundamental U.S. Large Company ETF by 82.8% during the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock valued at $37,000 after acquiring an additional 615 shares during the last quarter.
Schwab Fundamental U.S. Large Company ETF Trading Down 0.5%
Schwab Fundamental U.S. Large Company ETF stock opened at $31.46 on Friday. The stock has a 50 day moving average of $30.99 and a two-hundred day moving average of $29.40. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $24.27 and a twelve month high of $31.72. The stock has a market capitalization of $26.36 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.
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.
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