Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Wealth Forward LLC

Wealth Forward LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 55.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 960,309 shares of the company’s stock after buying an additional 340,905 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up about 13.4% of Wealth Forward LLC’s investment portfolio, making the stock its 2nd largest holding. Wealth Forward LLC owned about 0.11% of Schwab Fundamental U.S. Large Company ETF worth $30,221,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Keenan LLC bought a new stake in shares of Schwab Fundamental U.S. Large Company ETF during the fourth quarter valued at about $27,000. Ascentis Independent Advisors bought a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $28,000. Valued Wealth Advisors LLC bought a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at about $30,000. Signature Resources Capital Management LLC grew its position in Schwab Fundamental U.S. Large Company ETF by 161.1% in the 1st quarter. Signature Resources Capital Management LLC now owns 1,316 shares of the company’s stock valued at $37,000 after buying an additional 812 shares in the last quarter. Finally, Hanson & Doremus Investment Management acquired a new position in Schwab Fundamental U.S. Large Company ETF during the 1st quarter valued at about $45,000.

Schwab Fundamental U.S. Large Company ETF Stock Down 0.4%

Schwab Fundamental U.S. Large Company ETF stock traded down $0.12 during trading hours on Wednesday, hitting $32.24. 1,440,276 shares of the company traded hands, compared to its average volume of 4,455,292. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $25.87 and a 1-year high of $32.85. The firm has a market cap of $27.87 billion, a P/E ratio of 17.86 and a beta of 0.88. The firm’s 50-day simple moving average is $32.27 and its two-hundred day simple moving average is $31.07.

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.