Schwab Fundamental U.S. Large Company ETF $FNDX Shares Bought by Alpha Omega Wealth Management LLC

Alpha Omega Wealth Management LLC grew its position in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 8.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,859 shares of the company’s stock after purchasing an additional 3,568 shares during the quarter. Alpha Omega Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,150,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Ameriprise Financial Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 31.9% during the 1st quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after purchasing an additional 1,878,599 shares in the last quarter. Boulay Financial Advisors LLC purchased a new position in shares of Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at approximately $140,067,000. Steele Capital Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.3% during the 1st quarter. Steele Capital Management Inc. now owns 6,054,706 shares of the company’s stock valued at $142,952,000 after purchasing an additional 75,461 shares in the last quarter. Glassman Wealth Services increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 0.7% during the 1st quarter. Glassman Wealth Services now owns 4,546,703 shares of the company’s stock valued at $107,348,000 after purchasing an additional 31,941 shares in the last quarter. Finally, Envestnet Asset Management Inc. increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 1.2% during the 1st quarter. Envestnet Asset Management Inc. now owns 3,808,227 shares of the company’s stock valued at $89,912,000 after purchasing an additional 46,586 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

NYSEARCA:FNDX opened at $26.32 on Tuesday. The firm has a market cap of $20.00 billion, a price-to-earnings ratio of 17.86 and a beta of 1.00. The company has a 50 day moving average price of $25.38 and a 200-day moving average price of $24.13. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $20.41 and a 1-year high of $26.38.

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.