BFI Wealth Solutions LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 239,738 shares of the company’s stock, valued at approximately $6,523,000. Schwab Fundamental U.S. Large Company ETF accounts for approximately 6.2% of BFI Wealth Solutions LLC’s portfolio, making the stock its 2nd biggest position.
A number of other large investors have also modified their holdings of FNDX. Briggs Wealth Management Inc acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at $1,995,000. ATX Financial Planning LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth $339,000. Axxcess Wealth Management LLC grew its stake in Schwab Fundamental U.S. Large Company ETF by 93.4% during the 4th quarter. Axxcess Wealth Management LLC now owns 30,855 shares of the company’s stock worth $840,000 after purchasing an additional 14,899 shares in the last quarter. Birchwood Financial Partners Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth $1,285,000. Finally, Corient Private Wealth LLC increased its holdings in Schwab Fundamental U.S. Large Company ETF by 6.3% during the 4th quarter. Corient Private Wealth LLC now owns 958,392 shares of the company’s stock worth $26,078,000 after purchasing an additional 56,412 shares during the period.
Schwab Fundamental U.S. Large Company ETF Price Performance
FNDX stock opened at $31.05 on Friday. The firm has a market capitalization of $26.74 billion, a P/E ratio of 17.86 and a beta of 0.87. The business’s 50-day moving average is $30.25 and its two-hundred day moving average is $28.83. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $23.89 and a 1 year high of $31.56.
About Schwab Fundamental U.S. Large Company ETF
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.
Recommended Stories
- Five stocks we like better than Schwab Fundamental U.S. Large Company ETF
- Credo Technologies Accelerates AI—Its Stock Price Will Follow
- Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA
- Jabil Just Gave Investors a Stronger Reason to Buy the Dip
- CarMax In Reverse? Why You Should Buy Now Before the Big Catalysts Emerge
Want to see what other hedge funds are holding FNDX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report).
Receive News & Ratings for Schwab Fundamental U.S. Large Company ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Schwab Fundamental U.S. Large Company ETF and related companies with MarketBeat.com's FREE daily email newsletter.
