Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Williams Financial LLC

Williams Financial LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 4.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 553,422 shares of the company’s stock after buying an additional 21,826 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises 8.9% of Williams Financial LLC’s portfolio, making the stock its 3rd largest holding. Williams Financial LLC owned 0.07% of Schwab Fundamental U.S. Large Company ETF worth $17,211,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FNDX. Capital Investment Counsel LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 2.9% during the 1st quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after acquiring an additional 381 shares during the period. Howe & Rusling Inc. boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 1.4% during the 4th quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock worth $737,000 after acquiring an additional 381 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 2.1% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 21,022 shares of the company’s stock worth $572,000 after acquiring an additional 425 shares during the period. Sax Wealth Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 0.5% in the 2nd quarter. Sax Wealth Advisors LLC now owns 104,729 shares of the company’s stock valued at $3,257,000 after purchasing an additional 506 shares in the last quarter. Finally, New England Private Wealth Advisors LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 6.4% during the fourth quarter. New England Private Wealth Advisors LLC now owns 8,477 shares of the company’s stock worth $231,000 after purchasing an additional 509 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX opened at $32.56 on Thursday. The business’s fifty day moving average is $31.88 and its two-hundred day moving average is $30.33. The company has a market cap of $27.49 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a one year low of $25.55 and a one year high of $32.85.

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.