Mezzasalma Advisors LLC boosted its holdings in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 11.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 58,069 shares of the company’s stock after buying an additional 5,881 shares during the quarter. Mezzasalma Advisors LLC’s holdings in Schwab Fundamental U.S. Large Company ETF were worth $1,425,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of the stock. Boulay Financial Advisors LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter worth $140,067,000. Ameriprise Financial Inc. boosted its position in shares of Schwab Fundamental U.S. Large Company ETF by 31.9% in the 1st quarter. Ameriprise Financial Inc. now owns 7,764,205 shares of the company’s stock valued at $183,321,000 after purchasing an additional 1,878,599 shares during the period. Belpointe Asset Management LLC acquired a new position in shares of Schwab Fundamental U.S. Large Company ETF in the 1st quarter valued at $29,957,000. Fortis Capital Advisors LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter worth about $29,957,000. Finally, PTM Wealth Management LLC purchased a new position in Schwab Fundamental U.S. Large Company ETF in the 1st quarter worth about $27,418,000.
Schwab Fundamental U.S. Large Company ETF Trading Up 0.6%
FNDX stock opened at $26.21 on Friday. Schwab Fundamental U.S. Large Company ETF has a one year low of $20.41 and a one year high of $26.66. The firm has a 50-day moving average of $25.93 and a two-hundred day moving average of $24.48. The firm has a market capitalization of $20.65 billion, a PE ratio of 17.86 and a beta of 1.00.
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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