Schwab Fundamental U.S. Large Company ETF $FNDX Stake Boosted by Your Advocates Ltd. LLP

Your Advocates Ltd. LLP raised its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 3.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 768,156 shares of the company’s stock after purchasing an additional 22,211 shares during the quarter. Schwab Fundamental U.S. Large Company ETF accounts for 6.5% of Your Advocates Ltd. LLP’s portfolio, making the stock its 7th biggest position. Your Advocates Ltd. LLP owned 0.09% of Schwab Fundamental U.S. Large Company ETF worth $21,393,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in the stock. Flatrock Wealth Partners LLC bought a new position in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter worth approximately $6,572,000. Montag A & Associates Inc. increased its stake in shares of Schwab Fundamental U.S. Large Company ETF by 9.6% in the first quarter. Montag A & Associates Inc. now owns 26,350 shares of the company’s stock worth $734,000 after buying an additional 2,300 shares during the period. Nicholas Hoffman & Company LLC. raised its holdings in Schwab Fundamental U.S. Large Company ETF by 5.7% during the 1st quarter. Nicholas Hoffman & Company LLC. now owns 449,824 shares of the company’s stock valued at $12,528,000 after buying an additional 24,059 shares during the last quarter. Resonant Capital Advisors LLC raised its holdings in Schwab Fundamental U.S. Large Company ETF by 7.1% during the 1st quarter. Resonant Capital Advisors LLC now owns 1,465,255 shares of the company’s stock valued at $40,807,000 after buying an additional 97,328 shares during the last quarter. Finally, Strata Wealth Advisors LLC boosted its position in Schwab Fundamental U.S. Large Company ETF by 7.2% during the 1st quarter. Strata Wealth Advisors LLC now owns 594,200 shares of the company’s stock valued at $16,548,000 after buying an additional 40,146 shares during the period.

Schwab Fundamental U.S. Large Company ETF Stock Down 0.6%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $31.14 on Thursday. The firm has a market cap of $26.00 billion, a PE ratio of 17.86 and a beta of 0.87. Schwab Fundamental U.S. Large Company ETF has a 12-month low of $24.27 and a 12-month high of $31.56. The company’s fifty day simple moving average is $30.80 and its two-hundred day simple moving average is $29.21.

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.