Schwab Fundamental U.S. Large Company ETF $FNDX Position Increased by Corient Private Wealth LLC

Corient Private Wealth LLC grew its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 11.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,008,945 shares of the company’s stock after buying an additional 106,965 shares during the quarter. Corient Private Wealth LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $27,454,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the company. Howe & Rusling Inc. raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.4% during the fourth quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock valued at $737,000 after acquiring an additional 381 shares during the period. Legacy Financial Strategies LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% in the 4th quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock valued at $1,001,000 after acquiring an additional 385 shares in the last quarter. Godsey & Gibb Inc. boosted its stake in Schwab Fundamental U.S. Large Company ETF by 6.2% in the 4th quarter. Godsey & Gibb Inc. now owns 6,793 shares of the company’s stock worth $185,000 after purchasing an additional 399 shares during the period. Assetmark Inc. boosted its stake in Schwab Fundamental U.S. Large Company ETF by 2.7% in the 4th quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after purchasing an additional 408 shares during the period. Finally, Harbor Asset Planning Inc. grew its position in Schwab Fundamental U.S. Large Company ETF by 0.6% during the 4th quarter. Harbor Asset Planning Inc. now owns 67,597 shares of the company’s stock worth $1,839,000 after purchasing an additional 423 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA FNDX opened at $31.11 on Tuesday. The firm’s 50 day moving average price is $30.35 and its two-hundred day moving average price is $28.88. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $23.89 and a twelve month high of $31.56. The stock has a market cap of $26.79 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.

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.