Verum Partners LLC Has $6.23 Million Holdings in Schwab Fundamental U.S. Large Company ETF $FNDX

Verum Partners LLC reduced its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) by 6.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 253,826 shares of the company’s stock after selling 18,031 shares during the period. Schwab Fundamental U.S. Large Company ETF makes up approximately 1.4% of Verum Partners LLC’s investment portfolio, making the stock its 15th biggest position. Verum Partners LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $6,229,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in FNDX. Archvest Wealth Advisors Inc. raised its holdings in Schwab Fundamental U.S. Large Company ETF by 1.6% in the 1st quarter. Archvest Wealth Advisors Inc. now owns 29,063 shares of the company’s stock valued at $686,000 after acquiring an additional 455 shares in the last quarter. Schaper Benz & Wise Investment Counsel Inc. WI increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 3.2% in the first quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 15,045 shares of the company’s stock worth $355,000 after purchasing an additional 460 shares during the period. Financial Synergies Wealth Advisors Inc. increased its position in shares of Schwab Fundamental U.S. Large Company ETF by 0.8% in the first quarter. Financial Synergies Wealth Advisors Inc. now owns 56,968 shares of the company’s stock worth $1,345,000 after purchasing an additional 466 shares during the period. Mather Group LLC. raised its stake in Schwab Fundamental U.S. Large Company ETF by 2.9% in the second quarter. Mather Group LLC. now owns 16,680 shares of the company’s stock valued at $409,000 after purchasing an additional 468 shares in the last quarter. Finally, WealthShield Partners LLC increased its holdings in Schwab Fundamental U.S. Large Company ETF by 40.4% in the 1st quarter. WealthShield Partners LLC now owns 1,881 shares of the company’s stock valued at $44,000 after buying an additional 541 shares during the period.

Schwab Fundamental U.S. Large Company ETF Trading Up 0.1%

Shares of Schwab Fundamental U.S. Large Company ETF stock opened at $26.34 on Wednesday. The company has a market cap of $20.02 billion, a PE ratio of 17.86 and a beta of 1.00. The company has a 50 day moving average of $25.42 and a 200-day moving average of $24.15. Schwab Fundamental U.S. Large Company ETF has a 1-year low of $20.41 and a 1-year high of $26.52.

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.