Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Captrust Financial Advisors

Captrust Financial Advisors boosted its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 25.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 21,393,347 shares of the company’s stock after buying an additional 4,370,263 shares during the quarter. Schwab Fundamental U.S. Large Company ETF comprises approximately 1.1% of Captrust Financial Advisors’ investment portfolio, making the stock its 17th biggest holding. Captrust Financial Advisors’ holdings in Schwab Fundamental U.S. Large Company ETF were worth $582,113,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Blueprint Investment Partners LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 28.4% in the third quarter. Blueprint Investment Partners LLC now owns 194,577 shares of the company’s stock valued at $5,117,000 after purchasing an additional 43,090 shares during the last quarter. Burk Holdings LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the third quarter worth about $489,000. AlphaCore Capital LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 5.9% during the third quarter. AlphaCore Capital LLC now owns 3,596,691 shares of the company’s stock worth $94,593,000 after acquiring an additional 200,122 shares during the last quarter. Capital Advantage Inc. increased its stake in Schwab Fundamental U.S. Large Company ETF by 48.2% during the fourth quarter. Capital Advantage Inc. now owns 149,125 shares of the company’s stock worth $4,058,000 after acquiring an additional 48,529 shares during the last quarter. Finally, Blair William & Co. IL increased its stake in Schwab Fundamental U.S. Large Company ETF by 164.8% during the third quarter. Blair William & Co. IL now owns 74,293 shares of the company’s stock worth $1,954,000 after acquiring an additional 46,236 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA:FNDX opened at $31.33 on Wednesday. The firm has a market capitalization of $26.98 billion, a PE ratio of 17.86 and a beta of 0.87. The business has a 50-day moving average of $30.14 and a two-hundred day moving average of $28.77. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $23.89 and a 12 month high of $31.56.

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.