Elevate Wealth Advisory Inc. Has $210,000 Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Elevate Wealth Advisory Inc. lessened its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 9.8% during the 1st quarter, Holdings Channel reports. The firm owned 8,874 shares of the company’s stock after selling 966 shares during the quarter. Elevate Wealth Advisory Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $210,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Captrust Financial Advisors boosted its position in Schwab Fundamental U.S. Large Company ETF by 221.9% in the fourth quarter. Captrust Financial Advisors now owns 14,941,376 shares of the company’s stock valued at $353,819,000 after buying an additional 10,300,064 shares in the last quarter. Boulay Financial Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at approximately $140,067,000. Ameriprise Financial Inc. raised its stake in shares of Schwab Fundamental U.S. Large Company ETF by 152.3% in the fourth quarter. Ameriprise Financial Inc. now owns 5,885,606 shares of the company’s stock valued at $139,370,000 after acquiring an additional 3,552,950 shares during the last quarter. Cetera Investment Advisers boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 222.4% in the 4th quarter. Cetera Investment Advisers now owns 2,672,125 shares of the company’s stock worth $63,276,000 after acquiring an additional 1,843,275 shares in the last quarter. Finally, Bank of America Corp DE boosted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 168.2% in the 4th quarter. Bank of America Corp DE now owns 2,826,216 shares of the company’s stock worth $66,925,000 after acquiring an additional 1,772,515 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

NYSEARCA FNDX opened at $25.34 on Thursday. The stock’s 50 day simple moving average is $24.74 and its 200 day simple moving average is $23.92. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $25.50. The firm has a market cap of $19.26 billion, a PE ratio of 17.86 and a beta of 1.00.

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.