Kestra Advisory Services LLC lifted its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 12.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 330,315 shares of the company’s stock after buying an additional 37,645 shares during the quarter. Kestra Advisory Services LLC owned approximately 0.14% of Schwab Fundamental U.S. Large Company Index ETF worth $22,260,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also modified their holdings of the company. EP Wealth Advisors LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 66.7% during the first quarter. EP Wealth Advisors LLC now owns 12,474 shares of the company’s stock worth $841,000 after buying an additional 4,990 shares in the last quarter. Freestone Capital Holdings LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 39.9% during the first quarter. Freestone Capital Holdings LLC now owns 8,000 shares of the company’s stock worth $539,000 after buying an additional 2,283 shares in the last quarter. CreativeOne Wealth LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 3.3% during the first quarter. CreativeOne Wealth LLC now owns 7,443 shares of the company’s stock worth $502,000 after buying an additional 239 shares in the last quarter. O Shaughnessy Asset Management LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 91.7% during the first quarter. O Shaughnessy Asset Management LLC now owns 2,891 shares of the company’s stock worth $195,000 after buying an additional 1,383 shares in the last quarter. Finally, Aufman Associates Inc grew its holdings in shares of Schwab Fundamental U.S. Large Company Index ETF by 24.4% during the first quarter. Aufman Associates Inc now owns 4,799 shares of the company’s stock worth $323,000 after buying an additional 942 shares in the last quarter.
Schwab Fundamental U.S. Large Company Index ETF Stock Performance
Schwab Fundamental U.S. Large Company Index ETF stock traded up $0.96 during trading on Friday, reaching $68.85. The company had a trading volume of 378,283 shares, compared to its average volume of 471,484. Schwab Fundamental U.S. Large Company Index ETF has a 12-month low of $53.32 and a 12-month high of $70.06. The stock’s 50 day moving average price is $67.32 and its two-hundred day moving average price is $65.57. The firm has a market capitalization of $15.77 billion, a price-to-earnings ratio of 17.79 and a beta of 0.84.
About Schwab Fundamental U.S. Large Company Index ETF
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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