Schwab Fundamental U.S. Large Company ETF $FNDX Holdings Lifted by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 26.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 14,556 shares of the company’s stock after acquiring an additional 3,000 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $357,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Boulay Financial Advisors LLC raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 36.1% in the 2nd quarter. Boulay Financial Advisors LLC now owns 8,538,518 shares of the company’s stock worth $195,005,000 after purchasing an additional 2,266,989 shares in the last quarter. McAdam LLC grew its position in Schwab Fundamental U.S. Large Company ETF by 2.3% in 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 last quarter. Signature Estate & Investment Advisors LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 5.5% in the second quarter. Signature Estate & Investment Advisors LLC now owns 7,821,721 shares of the company’s stock valued at $191,945,000 after buying an additional 404,499 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 31.9% in the first quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after buying an additional 1,878,599 shares in the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 67.9% during the 2nd quarter. Envestnet Asset Management Inc. now owns 6,394,055 shares of the company’s stock valued at $156,910,000 after acquiring an additional 2,585,828 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.5%

FNDX opened at $26.50 on Friday. The firm has a market cap of $20.99 billion, a PE ratio of 17.86 and a beta of 0.93. The business has a fifty day simple moving average of $26.27 and a 200-day simple moving average of $24.97. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $26.97.

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.