202,228 Shares in Schwab Fundamental U.S. Large Company ETF $FNDX Acquired by IMA Advisory Services Inc.

IMA Advisory Services Inc. purchased a new position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 202,228 shares of the company’s stock, valued at approximately $5,503,000.

Other hedge funds have also made changes to their positions in the company. Capital Investment Advisory Services LLC lifted its holdings in shares of Schwab Fundamental U.S. Large Company ETF by 82.8% in the 4th quarter. Capital Investment Advisory Services LLC now owns 1,358 shares of the company’s stock worth $37,000 after purchasing an additional 615 shares during the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at approximately $39,000. RHL Group LLC acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 4th quarter valued at approximately $41,000. Fifth Third Bancorp acquired a new stake in Schwab Fundamental U.S. Large Company ETF in the 3rd quarter valued at approximately $44,000. Finally, LGT Financial Advisors LLC increased its position in Schwab Fundamental U.S. Large Company ETF by 11,188.2% in the 3rd quarter. LGT Financial Advisors LLC now owns 1,919 shares of the company’s stock valued at $50,000 after acquiring an additional 1,902 shares during the period.

Schwab Fundamental U.S. Large Company ETF Price Performance

FNDX opened at $30.74 on Monday. Schwab Fundamental U.S. Large Company ETF has a 12 month low of $23.89 and a 12 month high of $31.29. The stock has a market cap of $26.47 billion, a P/E ratio of 17.86 and a beta of 0.87. The stock’s 50 day moving average price is $29.68 and its 200 day moving average price is $28.55.

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.