Schwab Fundamental U.S. Large Company ETF $FNDX Shares Acquired by Certified Advisory Corp

Certified Advisory Corp raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 5.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 882,278 shares of the company’s stock after purchasing an additional 45,724 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for approximately 2.2% of Certified Advisory Corp’s portfolio, making the stock its 4th largest position. Certified Advisory Corp owned about 0.10% of Schwab Fundamental U.S. Large Company ETF worth $24,571,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Total Clarity Wealth Management Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 16.1% during the first quarter. Total Clarity Wealth Management Inc. now owns 19,445 shares of the company’s stock valued at $542,000 after buying an additional 2,698 shares during the last quarter. Sovereign Financial Group Inc. raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 7.2% in the 1st quarter. Sovereign Financial Group Inc. now owns 13,946 shares of the company’s stock worth $388,000 after acquiring an additional 936 shares during the last quarter. AdvisorNet Financial Inc raised its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.5% in the 1st quarter. AdvisorNet Financial Inc now owns 50,175 shares of the company’s stock worth $1,397,000 after acquiring an additional 719 shares during the last quarter. Baker Ellis Asset Management LLC lifted its position in Schwab Fundamental U.S. Large Company ETF by 3.5% in the 1st quarter. Baker Ellis Asset Management LLC now owns 217,446 shares of the company’s stock valued at $6,056,000 after acquiring an additional 7,440 shares in the last quarter. Finally, Bell Investment Advisors Inc lifted its position in Schwab Fundamental U.S. Large Company ETF by 8.2% in the 1st quarter. Bell Investment Advisors Inc now owns 2,178,555 shares of the company’s stock valued at $60,673,000 after acquiring an additional 165,072 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Stock Performance

FNDX stock opened at $30.98 on Wednesday. The business has a 50-day simple moving average of $30.39 and a two-hundred day simple moving average of $28.91. The company has a market capitalization of $26.68 billion, a P/E ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a 52-week low of $24.11 and a 52-week high of $31.56.

Schwab Fundamental U.S. Large Company ETF Company 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.