Schwab Fundamental U.S. Large Company ETF $FNDX is Urban Financial Advisory Corp’s 5th Largest Position

Urban Financial Advisory Corp increased its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 13.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 794,139 shares of the company’s stock after acquiring an additional 91,536 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises approximately 8.5% of Urban Financial Advisory Corp’s holdings, making the stock its 5th largest position. Urban Financial Advisory Corp’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $21,609,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Capital Investment Advisory Services LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 82.8% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after acquiring an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 4th quarter worth approximately $39,000. Bogart Wealth LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 91.5% in the 3rd quarter. Bogart Wealth LLC now owns 1,626 shares of the company’s stock worth $43,000 after acquiring an additional 777 shares during the last quarter. First Command Advisory Services Inc. purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 3rd quarter valued at $43,000. Finally, Fifth Third Bancorp purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the 3rd quarter valued at $44,000.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.0%

Shares of FNDX opened at $30.42 on Wednesday. The firm has a market cap of $26.20 billion, a PE ratio of 17.86 and a beta of 0.88. The firm has a fifty day simple moving average of $28.74 and a two-hundred day simple moving average of $28.02. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.18 and a 1-year high of $30.51.

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.