Signature Estate & Investment Advisors LLC Acquires 151,765 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX

Signature Estate & Investment Advisors LLC grew its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,028,915 shares of the company’s stock after purchasing an additional 151,765 shares during the period. Schwab Fundamental U.S. Large Company ETF comprises 4.4% of Signature Estate & Investment Advisors LLC’s portfolio, making the stock its 5th largest holding. Signature Estate & Investment Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $218,467,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Global Retirement Partners LLC increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 7.8% in the 4th quarter. Global Retirement Partners LLC now owns 170,866 shares of the company’s stock valued at $4,649,000 after purchasing an additional 12,423 shares during the period. Financial Synergies Wealth Advisors Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 0.9% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 65,487 shares of the company’s stock worth $1,782,000 after acquiring an additional 562 shares during the last quarter. BlueStem Wealth Partners LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 3.6% in the fourth quarter. BlueStem Wealth Partners LLC now owns 1,966,144 shares of the company’s stock worth $53,499,000 after acquiring an additional 68,756 shares during the last quarter. IFP Advisors Inc increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 27.8% in the fourth quarter. IFP Advisors Inc now owns 120,957 shares of the company’s stock worth $3,291,000 after acquiring an additional 26,290 shares during the last quarter. Finally, Creative Financial Designs Inc. ADV increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 6.8% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 38,057 shares of the company’s stock worth $1,036,000 after acquiring an additional 2,414 shares during the last quarter.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.2%

NYSEARCA FNDX opened at $30.58 on Friday. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $23.18 and a 1-year high of $30.68. The company has a market capitalization of $26.34 billion, a PE ratio of 17.86 and a beta of 0.88. The firm’s fifty day simple moving average is $29.00 and its 200-day simple moving average is $28.20.

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.