Mezzasalma Advisors LLC Has $1.23 Million Holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

Mezzasalma Advisors LLC grew its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 11.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,188 shares of the company’s stock after purchasing an additional 5,355 shares during the period. Mezzasalma Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,232,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in FNDX. IAG Wealth Partners LLC grew its position in Schwab Fundamental U.S. Large Company ETF by 200.0% during the fourth quarter. IAG Wealth Partners LLC now owns 1,110 shares of the company’s stock worth $26,000 after buying an additional 740 shares in the last quarter. WealthShield Partners LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 201.1% in the 4th quarter. WealthShield Partners LLC now owns 1,340 shares of the company’s stock worth $32,000 after acquiring an additional 895 shares during the period. Oarsman Capital Inc. acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth approximately $32,000. Pinney & Scofield Inc. bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at approximately $33,000. Finally, Tidemark LLC raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 201.8% in the fourth quarter. Tidemark LLC now owns 1,799 shares of the company’s stock valued at $43,000 after purchasing an additional 1,203 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of FNDX stock opened at $23.98 on Wednesday. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $25.17. The stock has a fifty day moving average price of $23.21 and a 200 day moving average price of $23.74. The stock has a market cap of $18.07 billion, a P/E ratio of 18.51 and a beta of 0.94.

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.