HB Wealth Management LLC Boosts Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

HB Wealth Management LLC raised its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 65.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,338 shares of the company’s stock after acquiring an additional 16,328 shares during the period. HB Wealth Management LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,151,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of FNDX. BIP Wealth LLC increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 41.1% during the first quarter. BIP Wealth LLC now owns 22,069 shares of the company’s stock worth $615,000 after purchasing an additional 6,426 shares in the last quarter. Kelman Lazarov Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 0.6% in the 1st quarter. Kelman Lazarov Inc. now owns 2,371,188 shares of the company’s stock worth $66,038,000 after purchasing an additional 14,759 shares in the last quarter. Keybank National Association OH grew its stake in Schwab Fundamental U.S. Large Company ETF by 50.2% during the 1st quarter. Keybank National Association OH now owns 12,454,472 shares of the company’s stock worth $346,857,000 after buying an additional 4,162,731 shares during the last quarter. BetterWealth LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter worth $336,000. Finally, Capital Investment Counsel LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 2.9% during the 1st quarter. Capital Investment Counsel LLC now owns 13,457 shares of the company’s stock valued at $375,000 after buying an additional 381 shares in the last quarter.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA:FNDX opened at $31.14 on Thursday. The business’s 50-day moving average is $30.80 and its 200 day moving average is $29.21. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $24.27 and a 1 year high of $31.56. The firm has a market capitalization of $26.00 billion, a P/E ratio of 17.86 and a beta of 0.87.

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.