RFG Bristol Wealth Advisors LLC lifted its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 23.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 156,749 shares of the company’s stock after acquiring an additional 29,812 shares during the period. Schwab Fundamental U.S. Large Company ETF accounts for 1.2% of RFG Bristol Wealth Advisors LLC’s holdings, making the stock its 23rd largest position. RFG Bristol Wealth Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $4,365,000 at the end of the most recent quarter.
Several other large investors have also recently made changes to their positions in FNDX. Keenan LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF during the 4th quarter worth $27,000. Resources Management Corp CT ADV acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the fourth quarter valued at about $27,000. Ascentis Independent Advisors acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $28,000. Valued Wealth Advisors LLC acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF in the first quarter valued at about $30,000. Finally, Capital Investment Advisory Services LLC lifted its stake in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the fourth quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after buying an additional 615 shares in the last quarter.
Schwab Fundamental U.S. Large Company ETF Trading Up 0.1%
FNDX opened at $31.48 on Thursday. Schwab Fundamental U.S. Large Company ETF has a twelve month low of $24.27 and a twelve month high of $31.61. The firm has a market capitalization of $26.31 billion, a PE ratio of 17.86 and a beta of 0.87. The firm’s 50-day moving average price is $30.94 and its 200 day moving average price is $29.35.
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.
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