Schwab Fundamental U.S. Large Company ETF $FNDX Shares Sold by R. W. Roge & Company Inc.

R. W. Roge & Company Inc. trimmed its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDXFree Report) by 2.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,434 shares of the company’s stock after selling 1,717 shares during the quarter. Schwab Fundamental U.S. Large Company ETF makes up approximately 1.1% of R. W. Roge & Company Inc.’s investment portfolio, making the stock its 18th largest position. R. W. Roge & Company Inc.’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $2,022,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in FNDX. Woodside Wealth Management LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $25,000. Bridge Generations Wealth Management LLC raised its stake in Schwab Fundamental U.S. Large Company ETF by 171.2% in the 1st quarter. Bridge Generations Wealth Management LLC now owns 1,169 shares of the company’s stock valued at $28,000 after purchasing an additional 738 shares during the last quarter. Key Financial Inc raised its stake in Schwab Fundamental U.S. Large Company ETF by 79.5% in the 1st quarter. Key Financial Inc now owns 1,346 shares of the company’s stock valued at $32,000 after purchasing an additional 596 shares during the last quarter. Dagco Inc. acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $33,000. Finally, JFS Wealth Advisors LLC acquired a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $44,000.

Schwab Fundamental U.S. Large Company ETF Stock Performance

NYSEARCA FNDX opened at $25.68 on Friday. The business has a fifty day moving average price of $25.79 and a 200 day moving average price of $24.39. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $26.66. The company has a market cap of $20.16 billion, a P/E ratio of 17.86 and a beta of 1.00.

Schwab Fundamental U.S. Large Company ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX)

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