Great Valley Advisor Group Inc. Boosts Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

Great Valley Advisor Group Inc. lifted its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 10.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,110,269 shares of the company’s stock after buying an additional 102,143 shares during the period. Great Valley Advisor Group Inc. owned approximately 0.13% of Schwab Fundamental U.S. Large Company ETF worth $30,211,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Capital Investment Advisory Services LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after buying an additional 615 shares during the period. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter worth about $39,000. RHL Group LLC purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter worth about $41,000. Fifth Third Bancorp purchased a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the third quarter worth about $44,000. Finally, LGT Financial Advisors LLC boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the third quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock worth $50,000 after buying an additional 1,902 shares during the period.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA FNDX opened at $31.02 on Friday. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.89 and a 1-year high of $31.29. The business has a 50-day moving average of $29.94 and a 200-day moving average of $28.68. The company has a market capitalization of $26.72 billion, a price-to-earnings ratio of 17.86 and a beta of 0.87.

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.