Bay Colony Advisory Group Inc d b a Bay Colony Advisors Purchases 4,649 Shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 154,374 shares of the company’s stock after buying an additional 4,649 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors’ holdings in Schwab Fundamental U.S. Large Company ETF were worth $3,609,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. IAG Wealth Partners LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF by 200.0% during the fourth quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock worth $26,000 after purchasing an additional 740 shares during the period. WealthShield Partners LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 201.1% during the 4th quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock worth $32,000 after acquiring an additional 895 shares during the period. Oarsman Capital Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at about $32,000. Pinney & Scofield Inc. acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at approximately $33,000. Finally, Tidemark LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF by 201.8% during the fourth quarter. Tidemark LLC now owns 1,799 shares of the company’s stock worth $43,000 after purchasing an additional 1,203 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX stock opened at $23.98 on Thursday. The firm has a 50-day moving average price of $23.24 and a 200-day moving average price of $23.74. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $20.41 and a 12 month high of $25.17. The stock has a market capitalization of $18.07 billion, a P/E ratio of 18.51 and a beta of 0.94.

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.