Schwab Fundamental U.S. Large Company ETF $FNDX Stock Position Boosted by TruNorth Capital Management LLC

TruNorth Capital Management LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 8.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 869,591 shares of the company’s stock after buying an additional 68,359 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises approximately 4.5% of TruNorth Capital Management LLC’s portfolio, making the stock its 7th biggest holding. TruNorth Capital Management LLC owned approximately 0.10% of Schwab Fundamental U.S. Large Company ETF worth $23,662,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Captrust Financial Advisors lifted its position in Schwab Fundamental U.S. Large Company ETF by 4.4% during the third quarter. Captrust Financial Advisors now owns 17,023,084 shares of the company’s stock worth $447,707,000 after buying an additional 718,789 shares during the period. TradeWell Securities LLC. purchased a new position in Schwab Fundamental U.S. Large Company ETF during the fourth quarter worth about $346,153,000. Keybank National Association OH lifted its position in Schwab Fundamental U.S. Large Company ETF by 32,896.7% during the fourth quarter. Keybank National Association OH now owns 8,291,741 shares of the company’s stock worth $225,618,000 after buying an additional 8,266,612 shares during the period. Ameriprise Financial Inc. lifted its position in Schwab Fundamental U.S. Large Company ETF by 4.5% during the second quarter. Ameriprise Financial Inc. now owns 8,113,872 shares of the company’s stock worth $199,151,000 after buying an additional 349,667 shares during the period. Finally, Signature Estate & Investment Advisors LLC lifted its position in Schwab Fundamental U.S. Large Company ETF by 1.9% during the fourth quarter. Signature Estate & Investment Advisors LLC now owns 8,028,915 shares of the company’s stock worth $218,467,000 after buying an additional 151,765 shares during the period.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.7%

NYSEARCA FNDX opened at $31.26 on Friday. The business’s 50-day moving average price is $29.62 and its 200 day moving average price is $28.51. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $23.66 and a twelve month high of $31.29. The company has a market capitalization of $26.92 billion, a PE ratio of 17.86 and a beta of 0.87.

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.