Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by Valeo Financial Advisors LLC

Valeo Financial Advisors LLC lowered its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 86,083 shares of the company’s stock after selling 3,280 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $2,112,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Boulay Financial Advisors LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 36.1% in the second quarter. Boulay Financial Advisors LLC now owns 8,538,518 shares of the company’s stock valued at $195,005,000 after purchasing an additional 2,266,989 shares during the period. McAdam LLC increased its stake in shares of 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 valued at $202,901,000 after purchasing an additional 182,584 shares during the period. Ameriprise Financial Inc. increased its stake 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 purchasing an additional 1,878,599 shares during the period. Steele Capital Management Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 1.3% in the first quarter. Steele Capital Management Inc. now owns 6,054,706 shares of the company’s stock valued at $142,952,000 after purchasing an additional 75,461 shares during the period. Finally, Glassman Wealth Services increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 0.7% in the first quarter. Glassman Wealth Services now owns 4,546,703 shares of the company’s stock valued at $107,348,000 after purchasing an additional 31,941 shares during the period.

Schwab Fundamental U.S. Large Company ETF Price Performance

Schwab Fundamental U.S. Large Company ETF stock opened at $26.52 on Tuesday. The firm has a 50 day simple moving average of $25.67 and a 200-day simple moving average of $24.33. The stock has a market capitalization of $20.64 billion, a PE ratio of 17.86 and a beta of 1.00. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $20.41 and a 12-month high of $26.66.

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.