Bulwark Capital Corp Reduces Stock Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Bulwark Capital Corp decreased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 21.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,140 shares of the company’s stock after selling 18,327 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up 1.3% of Bulwark Capital Corp’s investment portfolio, making the stock its 22nd largest holding. Bulwark Capital Corp’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,800,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Berman McAleer LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 3rd quarter worth about $25,914,000. Corient Private Wealth LLC lifted its position in Schwab Fundamental U.S. Large Company ETF by 93.6% during the second quarter. Corient Private Wealth LLC now owns 1,819,924 shares of the company’s stock valued at $44,661,000 after purchasing an additional 879,651 shares during the period. Richardson Capital Management LLC boosted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 409,338.5% in the 3rd quarter. Richardson Capital Management LLC now owns 872,104 shares of the company’s stock worth $22,936,000 after buying an additional 871,891 shares during the last quarter. Captrust Financial Advisors boosted its position in Schwab Fundamental U.S. Large Company ETF by 5.0% in the second quarter. Captrust Financial Advisors now owns 16,304,295 shares of the company’s stock worth $400,106,000 after purchasing an additional 771,493 shares during the last quarter. Finally, EP Wealth Advisors LLC boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 664.5% in the second quarter. EP Wealth Advisors LLC now owns 574,387 shares of the company’s stock worth $14,095,000 after buying an additional 499,259 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA FNDX opened at $27.87 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a fifty-two week low of $20.41 and a fifty-two week high of $29.37. The company has a market capitalization of $23.09 billion, a PE ratio of 17.86 and a beta of 0.93. The business’s fifty day moving average is $28.49 and its 200 day moving average is $27.37.

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.