RFG Advisory LLC Invests $564,000 in Schwab Fundamental U.S. Large Company ETF $FNDX

RFG Advisory LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 20,250 shares of the company’s stock, valued at approximately $564,000.

Several other institutional investors and hedge funds have also bought and sold shares of FNDX. Howe & Rusling Inc. lifted its position in Schwab Fundamental U.S. Large Company ETF by 1.4% in the fourth quarter. Howe & Rusling Inc. now owns 27,075 shares of the company’s stock valued at $737,000 after purchasing an additional 381 shares during the last quarter. Legacy Financial Strategies LLC grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.1% in the fourth quarter. Legacy Financial Strategies LLC now owns 36,795 shares of the company’s stock worth $1,001,000 after purchasing an additional 385 shares during the last quarter. Godsey & Gibb Inc. grew its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 6.2% in the fourth 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 last quarter. Assetmark Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 2.7% in the fourth quarter. Assetmark Inc. now owns 15,453 shares of the company’s stock worth $420,000 after buying an additional 408 shares during the period. Finally, Harbor Asset Planning Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 0.6% in the fourth quarter. Harbor Asset Planning Inc. now owns 67,597 shares of the company’s stock worth $1,839,000 after buying an additional 423 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Up 0.5%

NYSEARCA:FNDX opened at $31.12 on Tuesday. The firm has a market capitalization of $26.80 billion, a P/E ratio of 17.86 and a beta of 0.87. The company has a fifty day moving average of $30.55 and a 200 day moving average of $29.01. Schwab Fundamental U.S. Large Company ETF has a 52 week low of $24.27 and a 52 week high of $31.56.

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.