Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management grew its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 47.6% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 584,694 shares of the company’s stock after buying an additional 188,666 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 5.1% of Keeler & Nadler Financial Planning & Wealth Management’s holdings, making the stock its 8th biggest holding. Keeler & Nadler Financial Planning & Wealth Management owned 0.07% of Schwab Fundamental U.S. Large Company ETF worth $18,400,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Ascentis Independent Advisors acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at about $28,000. Valued Wealth Advisors LLC bought a new stake in Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $30,000. Richards Merrill & Peterson Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the third quarter worth about $40,000. Signature Resources Capital Management LLC raised its position in Schwab Fundamental U.S. Large Company ETF by 161.1% in the first quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock worth $37,000 after purchasing an additional 812 shares in the last quarter. Finally, Scarborough Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the first quarter worth about $54,000.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.6%

Shares of FNDX opened at $32.89 on Friday. The stock has a market cap of $28.55 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $25.87 and a 12 month high of $32.89. The company has a 50-day moving average price of $32.31 and a two-hundred day moving average price of $30.51.

Schwab Fundamental U.S. Large Company ETF 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.