77,941 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Bought by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. bought a new stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 77,941 shares of the company’s stock, valued at approximately $2,453,000.

A number of other large investors also recently added to or reduced their stakes in the company. Apella Capital LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF by 26.1% during the 3rd quarter. Apella Capital LLC now owns 46,393 shares of the company’s stock valued at $1,479,000 after acquiring an additional 9,595 shares during the period. Avidian Wealth Enterprises LLC purchased a new stake in Schwab Fundamental U.S. Large Company ETF during the third quarter worth about $3,013,000. Tactive Advisors LLC increased its stake in Schwab Fundamental U.S. Large Company ETF by 9.2% during the third quarter. Tactive Advisors LLC now owns 23,487 shares of the company’s stock worth $739,000 after purchasing an additional 1,984 shares during the period. Elevation Wealth Partners LLC lifted its position in shares of Schwab Fundamental U.S. Large Company ETF by 0.9% during the third quarter. Elevation Wealth Partners LLC now owns 754,377 shares of the company’s stock worth $23,740,000 after purchasing an additional 6,427 shares in the last quarter. Finally, Canandaigua National Trust Co of Florida acquired a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the third quarter worth about $767,000.

Schwab Fundamental U.S. Large Company ETF Price Performance

Shares of NYSEARCA FNDX traded up $0.10 during midday trading on Thursday, hitting $32.00. The company’s stock had a trading volume of 1,840,658 shares, compared to its average volume of 4,480,757. The business’s fifty day simple moving average is $32.25 and its two-hundred day simple moving average is $30.95. Schwab Fundamental U.S. Large Company ETF has a 1 year low of $25.67 and a 1 year high of $32.85. The firm has a market capitalization of $27.60 billion, a price-to-earnings ratio of 17.86 and a beta of 0.88.

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.